Manual Activity Sheet Toolbar Options

The following table explains the manual activity sheet toolbar options:

Add

To add a new row. The row will have the Activity ID field value pre-populated with the sequence number specified in the activity sheet properties. The Activity Name field is displayed as required and other required columns will be highlighted with a red triangle on the right corner. Upon selecting Save All, the required fields will show as errors in the first column (similar to manage rows in the cost sheet).

  • If you select an activity and click Add, then the new activity row will be created after the selected activity.
  • If you do not select an activity and click Add, then the new activity row will be created after the selected activity.
  • If the user do not select any activity, then the new activity row will be created at the very end.

Note: The activity sheet shows the flat list of activities. Any user with edit permissions would be able to add and update the activities to the activity sheet.

Schedule

When you open an activity sheet, from the Activity Sheets log, the activity sheet details page will be displayed. On this page, when you click Schedule, select a Data Date, and click Schedule Now, the log (upper-right corner) displays a check-mark icon (a circle with a check mark) which indicates the status of the schedule as completed. You can click the icon to open the History Log and review the details of scheduling that have been done to the activity sheet. The Schedule option, in an activity sheet, is similar to the scheduling option in P6.

You can use the Schedule option to:

  • Apply selected data necessary for scheduling the project.
  • Schedule activities based on Data Date value. When you click Schedule, the Schedule window opens which lets you select a date (from the Data Date field) and click Schedule Now to initiate the scheduling process.
  • Schedule activity sheet after you added activities and updated activity schedule (such as planned, actual dates, duration, and so forth).
  • Remove activities. Upon removal of activities, all of the dependent activities will be rescheduled based on the Data Date value specified in the schedule.

Additional information about the Schedule option:

  • If you click the Schedule option in a blank sheet, the system displays this message: There are no activities in the sheet to be scheduled.
  • Scheduling more than 2000 activities will take time to complete.
  • Any unsaved changes to the sheet will be lost after the scheduled refresh.
  • The activity sheet data will be refreshed after the schedule completion.
  • When you open an activity sheet, from the Activity Sheets log, the activity sheet details page will be displayed, and when you click Schedule, select a Data Date, and click Schedule Now, on the activity sheet page (upper-left corner) the Schedule Status icon appears (a green dotted circle with a check mark) which indicates the status of the schedule as completed. You can click the Schedule Status icon to open the History Log and review the details of scheduling that have been done to the activity sheet.
  • As a part of scheduling, you can use the History Log (also available under Menu Options) to view a lot of the actions that have been performed on the activity sheet.

The following actions will be performed as a part of rescheduling:

  • If the activity start, finish, duration, calendar, or predecessor changes, the system reschedules the successor activities (based on the data date).
  • If the activity is in progress, the system calculates the remaining duration of the activity (based on the data date) and recalculates the successor activities start and finish dates (if not started). The system also calculates the remaining duration for all incomplete activities (based on the data date).
  • The system moves the activities, or tasks, that are not finished (based on the data date). This happens even if the activities, or tasks, expected finish date is earlier than the data date. The system retains the relationship logic for the dependent activities, for example, the system recalculates the start and finish dates for the successor activities.
  • The system retains the schedule logic. The system moves the activities that are in progress and activities that are incomplete (with finish date earlier than the data date) to the data date which makes the activities the first tasks that must be completed. This also moves the start date of the successor activities to a future date, based on the Lead/Lag time and relationship.
  • The system recalculates the Float value for all of the activities, according to the schedule.
  • The system recalculates the Critical Path based on the changes in the duration or dates of the activities. The Critical Path is determined by the activities that contain a Total Float of zero.

After Resources or Roles have been assigned to activities, you must:

  • Enter the progress and then recalculate the assignment costs.
  • Use Schedule to calculate both the Remaining units or costs as well as the At Completion units or costs.

View

To create a view or manage the existing views. You can create and manage views in the activity sheet by using the following options:

  • Default
  • Create New View
  • Manage Views

 

You can also add activities and change column structure in the Default view.

Same as in the System Activity Sheet, the View drop-down list displays the system-defined view Default and WBS View, by default.

Similar to the other activity sheets, the data creation (both rows and columns) will be available in the default view.

The View field lets you create the WBS View which displays all the activities based on WBS codes in one screen as well as the roll-up data for each WBS. In this view, similar to the default view, you can add an activity (gear menu [ ] > Add Activity) under a WBS code and add information such as the activity name (click in the Activity Name cell) and so forth, such as units and duration. The newly created WBS code can be dragged and dropped under a different WBS. The roll-up, in this scenario, will be calculated automatically.

You can use the default view, or the custom view, to add, update, delete, link, unlink activities, milestones, and scheduling.

Edit View

To open the Edit View window and:

  • Select a name for your view (View Name).
  • Access tabs

The list of tabs:

  • Columns tab: To set the contents of columns and lock columns.
  • Filters tab: To set filters on activity attributes. For example, WBS Code can be set to contain, or not contain, a certain value.
  • Group By tab: To group activities.
  • Sort By tab: To sort activities.

Actions

To conduct the following:

  • Create Baseline, if not available.
  • Link Selected Activities
  • Unlink Selected Activities

You must have Edit Data permission, for the manual activity sheet, to be able to use these options.

Use the Create Baseline option to create the baseline data for the project schedule defined in the activity sheet. After you create the baseline, the Update Baseline option appears in the Actions drop-down, which lets you update the baseline view with the latest data and date. In the Project Baseline view, the window title will show the name that is given while creating the baseline, and the baseline creation date will be shown on the right corner. This date retains the date preference set for the logged in user. Within the Project Baseline view, all of the fields are read-only and contain the current project data including CBS and WBS assignments.

You can view the activity sheet details in the General tab.

The creation date will be populated with the current date.

The baseline name will be defaulted to the project schedule name.

Use the Update Baseline option to update the baseline data for the project schedule defined in the activity sheet. This option becomes available after you create a baseline.

If there are no baselines, the Update Baseline option will be replaced by the Create Baseline option. You can navigate to the Project Baseline view by clicking the Switch to Project Baseline view link (this function is similar to the System Activity Sheet, after the baseline is created). You can export all the activities using the Menu Options > Export > All Activities.

Use the Link Selected Activities to link multiple activity sheets. The selected activity sheets will be linked with the default relationship (Finish-to-Start) if no relationship exists. See the "Manual Activity Sheet Dependencies Tab" topic for more details.

Use the Unlink Selected Activities to unlink multiple activity sheets.

Refresh

To update the information displayed on the screen.

If there are unsaved changes in the activity sheet and you click Refresh, your unsaved changes will be lost.

Print

To print the information displayed on the screen. Your other options are:

  • Print
  • Export To CSV
  • Export To Excel

    Notes:

    • For export to Microsoft Excel, the system currently supports only Euro (EUR) and United States Dollar (USD) currency symbols.
    • If you export data from a business process (BP) record, sheet (such as an Activity Sheet), or log (such as Company Funding Sheet Log) to Excel, be aware that depending on how your negative values are formatted, you might need to configure your columns in Excel to match the correct data type (Number). Otherwise, the columns will not be treated as numeric and will not sum as expected. One supported format includes placing the negative sign between the currency symbol and the amount (for example, $-1,000).

Find on Page

To find items on the displayed page. When you click this option, the system inserts a row that lets you enter filter parameters.

Menu Options

All of the existing export and import options available for CBS Code activities and assignments will be seen in the Menu Options.

Depending on your permissions, the Menu Options option lets you:

Export

- Activity Details

- All Activities

Use the Export > Activity Details to export the CSV template with activity attributes defined in uDesigner.

 

All of the columns that are seen in the Activity Sheet will be exported.

The order of columns seen in the CSV template would be the same as in the activity sheet.

The Required columns will show additional required symbol in the CSV template.

All of the existing activities details will be exported.

Use the Export > All Activities to include all of the activities.

Import

- Activity Details

Use the Import > Activity Details to import the activities and add new activities if activities do not exist. When you select this option, the existing activities in the sheet will be exported to CSV template.

View History Log

To open the History Log to see the following:

  • Action
  • Requestor
  • Initiated On
  • Start Date
  • End Date
  • Status

Dates and Numeric values displayed in tool-tip are based on the user preference set at company-level.

Gantt

Click the Gantt icon to associate a Gantt chart with an activity and see the baseline comparison (Baseline Comparison icon). You can click the Grid icon to return to the previous view.

To split the screen and view the Gantt chart.

If applicable, the following toolbar options will be displayed:

Grid

Focus Activity

Baseline Comparison This image displays the baseline comparison icon.

Lets you see the baseline bars along with current activities. The relationship between the current activities will also be seen.

Use the Baseline Comparison option to compare the current project dates and costs with the baseline dates and costs and highlight the cells where:

  • The activity progress is not as expected, or
  • The activities are delayed (comparing to the baseline).

The link to view the baseline data will be seen only when the baseline is created successfully.

You can view the schedule comparison of current project data with baseline data by way of the Menu option > Baseline Comparison. When you click Baseline Comparison, the Baseline and Current Project Comparison window opens. This window displays all of the activities comparing the schedules based planned, actual, remaining dates, and other dates. Variance will show the number of days the activity has been delayed, and the number of days the activity has started ahead or on time.

By default, all the columns within the current activity sheet will be compared with the baseline. This is shown as Default view. The View option lets you filter the columns that can be seen. You can filter the columns that can be seen in the Baseline and Current Project Comparison window by navigating to Views, creating a view, and filtering the columns displayed.

Critical Path This image displays the critical path icon.

The critical path calculation follows a standard mathematical algorithm known as the Critical Path Method (CPM). The CPM lets you calculate the starting and ending times for each activity. CPM determines which activities are critical (uuu_float = 0) to the completion of the project (called Critical Path) and reevaluates activities with uuu_float values. The tooltip for the current activities will show the current and baseline dates, and the variance in number of days between the baseline start and start dates.

The options above let you access a visual representation of the activity-related processes.

The Show drop-down field will be editable after you select Gantt from the toolbar. This drop-down has the following options:

  • Default Gantt
  • Critical Path
  • Baseline Comparison

Project view options (Baseline or Current), if applicable

Depending on whether or not a baseline has been set, the following additional links will also be present in the activity sheet page, or in the sheet:

  • Switch to Baseline Project View (from project view): To see the baseline for the project.
  • Switch to Current Project View (from baseline view): To add activity and change the activity schedule.


Last Published Sunday, July 20, 2025