Create an Activity Sheet

The permissions for creating an Activity Sheet are the same as those for creating a Schedule Sheet. You can create a new sheet or use a template.

To create an activity sheet

  1. Navigate to your shell in User mode and click the Schedule Manager grouping node to expand.
  2. Click Activity Sheet.
  3. Click Create. The Activities Sheet properties window opens.
  4. Complete the General block as needed.
  5. Complete the Activity Sequence Numbering block as needed.

To complete the General block:

In this field

Do this

Name

Enter a name for the sheet. This is used as the sheet identifier and must be unique. (up to 120 characters)

Description

Enter an optional description. (up to 400 characters)

Status

When you are ready to make the sheet active and available for use, click Active. The default is Active.

Calendar

Select the type of calendar that will be used for the activities in the sheet.

Select Project Schedule Start Date Source

Select Manual if you would like to manually set a start date for the schedule. If you select From Shell Attribute, this field becomew read only and auto-populates with the start date defined in Shell Properties.

Schedule Start Date

If you selected Manual in the Select Project Schedule Start Date Source field, this field will become editable, and you can input the desired start date for the schedule.

Time Zone

Select the time zone that will be used when saving the date and time of activities in the sheet.

Data Date

This field is auto-populated with the current date and read only.

Schedule Type

This field is auto-populated and read only.

To complete the Activity Sequence Numbering block:

In this field

Do this

Activity ID Prefix

When creating an activity in the activity sheet, the Activity ID will start with the alphanumeric characters in this field.

Activity ID Suffix

When creating an activity in the activity sheet, the Activity ID will end with the number in this field.

Increment

When creating an activity in the activity sheet, the number in the Activity ID will increase by this number from the highest Activity ID number in the log.

See Also

Activity Sheets in Schedule Manager

Update Multiple Activities

Update Activity Sheet Properties

Export Activity Sheets

Set up Activity Sheet Baselines


Last Published Saturday, July 12, 2025