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Current Project View

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

• Actions

  This option is only available in the current project view log.

  • Apply CBS Code to All Assignments

    Using this option enables you to apply the CBS Code assignments to all the resources associated to the highlighted activities. You can also use the gear menu () Apply CBS Code to all Assignments option to highlight multiple activities and apply the same CBS Code to the assigned resources.

• 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

    Use this option to create a custom view. Custom views appear in the View list.

  • Manage Views

    Use this option to reorder, show or hide views, and delete custom 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

  Enables you to select which columns to be displayed or remain hidden, apply filters, group and sort by available fields, and save custom views.

  • In the Columns tab, add/remove/reorder columns in the default view. You can save as a custom view.
  • In the Filter tab, add conditions to filter the results of a column.
  • In the Group By tab, create or modify groups using column elements. For example, activity status.
  • In the Sort By tab, define the sorting order (Ascending or Descending) of columns.
• Refresh

  To update the information displayed on the screen.

• Print
  • Export To CSV
  • Export To Excel

    Note

    • 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 select this option, the system inserts a row that lets you enter filter parameters.

• 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 Tuesday, March 31, 2026