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Baseline Project View

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

• 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
  • Manage 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
• Refresh
• 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
• Menu Options

  All 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 Options ( ), on the right 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 Monday, December 8, 2025