Manual Activity Sheet Gear Menu

The following explains the gear menu ( ) options when you select a single activity. To access an activity:

  1. Go to the shell tab, and switch to User mode.
  2. In the left Navigator, select Activity Manager, and then select Activity Sheet.
  3. Select and open an activity sheet.
  4. To the left of an activity, select the gear menu.

    Note: You can add, duplicate, copy-paste, and delete the activities by using the gear menu. Whenever a new activity is created by default, the Activity ID is automatically populated and you must enter all the other mandatory data (such as Name and any other required fields) to be able to save the activity details.

Option

Description

Add Activity

This option should not be available if you select more than one activity row at a time.

When you select this gear menu, while highlighting an activity, a new row will be inserted below the selected activity.

The Activity ID will have a generated sequence number, and you have to enter the required fields to save the newly created activity row.

The Cancel and Save options, in the sheet, will be enabled.

Duplicate

You can select an activity and select duplicate to create an activity with the same information.

The new activity will be created underneath the selected activity.

All the information related to selected activity (such as dependencies, WBS, and assignments) will be copied into the new activity.

The Activity ID will have a generated sequence number, as specified in properties, and you can update the activity information.

Add Milestone

Use this option to create an activity of activity type 'Start Milestone'.

The duration of this activity will be always 0.

If you change the Change Start Date, the Finish Date will also be updated to the same date as the Start Date and conversely. The Duration field cannot be updated, and it is always read-only.

Delete

You can select one or more activities and select Delete to remove the selected activities. A confirmation message will be displayed and if you select Yes, then the selected activities along with dependencies, assignments, and WBS will be removed.

Apply CBS Code to All Assignments

After you create a Baseline, if the Cost Breakdown Structure (CBS) codes are missing or set incorrectly, use this option to apply the codes to all assignments. If you do not want to apply the same code, you can manually update them on an individual basis.

Copy

When you highlight the activities and select Copy from the gear menu option, the Paste gear menu option will become available.

Selecting Copy copies all the activities along with dependencies, assignments, WBS, and actuals, for the selected activities.

The other gear menu options will be seen after you select Copy.

Paste

This gear menu option will be seen only if the activities are copied or cut.

When you select Paste, a confirmation message will be displayed and if you select Yes, all the activities along with dependencies, assignments, WBS, and actuals will be copied into the destination row selected.


Last Published Thursday, October 9, 2025