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Current Project View

The current project view of the log has the following toolbar options:

• Actions

  This option is available in the current project view log, only.

  • Apply CBS Code to All Assignments

    Using this option enables you to apply the CBS Code assignments to all of the resources associated to the highlighted activities. You can also use the gear menu (  ) option "Apply CBS Code to all Assignments" to highlight multiple activities and apply the same CBS Code to the assigned resources.

• View

  Within the System Activity Sheet, the default name of the view is Default.

  • Default

    The default view is not editable.

    You can create new views based on the default view, when editing the view settings. This is similar to the default view available in WBS Sheet.

  • Create New View

    Use this option to create a custom view. Custom views appear in the View list.

  • Manage Views

    Use this option to reorder, show or hide views, and delete custom views.

    Note: Any existing views that were created prior to the 20.10 upgrade will not be seen in the View drop-down field.

• Edit View

  Enables you to select which columns to be displayed or remain hidden, apply filters, group and sort by available fields and to save custom views.

  • In the Columns tab, add/remove/reorder columns in the default view. You can save as a custom view.
  • In the Filter tab, add conditions to filter the results of a column.
  • In the Group By tab, create or modify groups using column elements. For example, activity status.
  • In the Sort By tab, define the sorting order (Ascending or Descending) of columns.
• Refresh

  To update the information displayed on the screen.

• Print
  • Export To CSV
  • Export To Excel
• Find on Page

  To filter results displayed on the screen. In any column, begin typing in the field below the header to trigger results.

• Menu Options

  All of the actions related to the export of the activities and the assignments, and the import of the CBS Code assignments to the activities and the assignments, can be done by way of the Menu (the icon with three horizontal lines), on the right-hand side of the window.

  • Export
    • CSV Template for Activities
    • CSV Template for Assignments
    • All Activities
    • All Assignments
    • Audit Log
  • Import
    • CBS Code for Activities
    • CBS Code for Assignments
  • Row Coloring
    • Multi-Color
    • Single-Color

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Last Published Friday, February 2, 2024