Activity Sheets Log (Manual Activity Sheet Properties Tabs)

In the Activity Sheets log, when you click and select an activity sheet (manually created), the following properties tabs appear in the right pane:

The following table describes the tabs listed above:

See Creating Manual Activity Sheet for details.

Tab Name

Description

Properties

The Properties tab displays the following properties of the selected activity sheet, based on the values entered when the activity sheet was created:

  • Name
  • Description
  • Status (Active or Inactive)
  • Calendar
  • Select Project Schedule Start Date Source (Manual or From Shell Attribute)
  • Schedule Start Date
  • Time Zone (cannot be changed after creation)
  • Data Date
  • Schedule Type
  • Assign Rate Sheet (block) which contains the Rate Sheet (Planning) and Rate Sheet (Actual) fields.
  • Activity Sequence Numbering (block) which contains the Activity Id Prefix, Activity Id Suffix, and Increment fields, all required.

You can change the values for the following fields:

  • Name
  • Description
  • Status
  • Calendar
  • Assign Rate Sheet (block)

Note: Assigning a Rate Sheet is optional. If a Master Rate Sheet is defined at the Company level, it is assigned to the Rate Sheet (Planning) and Rate Sheet (Actual) fields by default; however, you can select a different Rate Sheet for a project.

  • Activity Sequence Numbering (block)

The Project Schedule Start Date can be modified if there are no activities that are in progress in the log.

You can modify the activity sequence number in the Properties tab. The modified sequence will be displayed for any new activity sheets that are created after the sequence got modified. The activity sheets will not be impacted with this change in the activity sequencing.

When changes are made in the Properties tab, the Cancel and Save options will be enabled. There will be an entry in the activity sheet Audit Log tab for the changes made.

The Schedule Type field (by default the value is Duration) determines the type as resource-based or cost-based.

Permissions

The Permissions tab lets you view or conduct a user or group search and view the corresponding permissions.

Use the Permissions tab to define, edit, or view other members' permissions in the project. The activity sheet owner, or the user with full access permission, will be able to assign, modify, and view other members' permissions.

The permissions that are allowed to be assigned to other users are:

  • Modify Permissions
  • Edit Data
  • View

The permissions will be similar to record-level permissions set for earned value reports or non-workflow business process. You can select an activity sheet or multiple activity sheets, right-click, and select Permissions. This action lets you assign permissions to multiple groups and users.

Audit Log

The Audit Log tab in the Activity Sheets log captures the following events:

  • Creation of the sheet.
  • Update of the activity sheet properties, including the data date and activity sequence numbering field.
  • Cost Sheet roll up of costs (in the future).

The Audit Log tab will be available for the activity sheets that are created manually.

The Audit Log tab provides the following details regarding the events that have taken place in the Activity Sheets log:

  • Date
  • Event
  • Action
  • Field Name
  • Old Value
  • New Value
  • User Name
  • Proxy User

You can use the toolbar options in the Audit Log tab to refresh the list on the page, print (including exporting the list to CSV or Excel), and search and find an item in the page.

History

This tab contains the history information about an activity sheet, based on:

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


Last Published Sunday, July 20, 2025