Activity details

Activity Center > Activities

When you click on the name of an activity in Activity Center, the details panel opens on the right side of the screen. It consists of the following sections and fields (Use the illustration below for ease of reference):

 

 

Field

Description

Comments

Health

Three states are available:

1. Good ()

2. At risk ()

3. Trouble ()

See Activity health.

Status ()

Drop-down list with available status values.

Note: Status is type-sensitive. It means that the list of available statuses depends on the type of activity.

See Activity statuses.

Project/Parent Name

Two options are available:

1. If it is a top-level activity: Name of the project the activity belongs to.

2. If it is a child: Name of the project > ... > Name of the parent.

Editable (hover the mouse over the name to reveal a link – Change). This action allows you to re-assign the activity to another parent/project.

Activity Name

Name of the activity.

Editable (in-line editing)

ID number, Date of creation, and Creator

Activity ID details

Non-editable.

Completion status message.

Example 1: "Activity was completed 2 days after its planned end date."

Example 2: "due to end in 7 days".

Non-editable.

Completion rate slider with the message "XX % done" ()

Allows you to set the desired completion rate of the activity manually.

Editable.

If the activity period includes today's date, it will be shown as a small light-blue circle.

Actual Hours (Time Usage Bar) & Hours left

Shows actual hours spent on the activity both as a numerical value and as a shaded portion of the time usage bar.

Note 1: When actual hours < estimated hours the time usage bar is colored light blue with the actual hours portion darker blue.

Note 2: When actual hours > hours left, the bar is colored red, and the hours left value becomes undefined. "Set hours left" prompt appears next to the bar.

Note 3: When actual hours = estimated hours, the bar is colored yellow.

Hours left: The value given is reciprocal with that in Hours left filed (see below)

Actual hours indicator is non-editable. To edit actual hours, use Time Logs (see Time logs).

The hours left value is editable by in-line editing. The changes apply immediately to the value in the primary Hours Left field (see below).

Description

Description of the activity.

Editable in a rich text editor. To edit, click on the description; or, if there is no description yet, click in the area with the 'Add description' water-mark text.

Custom fields

The section contains any custom fields created for activities of the given type (all activities, tasks issues, or requests)  

See Custom fields.

Messages, Files, Audit trail log

The section is used to post messages, attach files and view audit trail log.

See Activity messages, Attaching files to activity, Activity audit trail.

Add time entry

Button used to access the weekly time logger.

See Adding time entries.

Note: The button is only available when you are assigned on the activity.

I'm done.

Button used to mark your assignment within the activity as completed. As a result, the message "You have completed your assignment" is displayed. Also, the 'Resume your work' link becomes available which can be used to continue your assignment.

Note 1: If you are the last person to complete your assignment on the activity, clicking the button will result in a prompt to close the activity.

Note 2: The button is only available when you are assigned on the activity.

Milestone or Not

Milestone indicator has two values:

- is not a milestone

- is a milestone

Click the diamond symbol to toggle between the 'Milestone' and 'Not a milestone' setting.

 Type

Drop-down list with available types (task, request, issue).

Use this to change the type of the activity.

Priority

Drop-down list with available priorities.

See Priorities.

Category

Drop-down list with available categories.

See Categories.

Time frame

Indicates the activity's time frame. Three scenarios are possible:

1. From [Date] - when only start date is specified.

2. XXd YY.ZZh - when only duration* is specified

3. [Start Date] - [End Date] (Xd Y.Zh)** (when any two of the parameters are given, e.g Start Date + Duration).

4. For completed activity:

[Start Date] - [Actual Completion Date] (Xd Y.Zh)*** (the actual completion date is an editable date, which equals by default to the date when the activity is given a treated as completed status, e.g. Closed)

Editable.

Click to bring up an editor with three fields to edit:

- Start;

- Duration; and

- End (Actual completion - for completed activities)

For completed  activities only*:

 

Planned End Date

 

Specifies the date that was planned as the end date for the activity. The date is editable unless there is a dependency that prevents it from being edited or deleted.

The date the activity was given the closed status (or, rather, one of the treat as completed statuses) becomes Actual completion date, see item above.

See Activity statuses to learn more.

Estimated hours

Contains an estimate of how many hours the activity will take to complete.

Editable.

 

Hours left

Hours left to complete the activity.

Editable.

 

Budget

The budget of the activity.

Note: This budget does NOT include the budgets of its sub-activities, if any.

Editable.

# DEPENDENCIES

Section is dedicated to dependencies.

Editable.

Click to open the dependency editor.

See Manage dependencies.

# ASSIGNEES

Section is dedicated to the assignees.

Editable.

Click to open the assignments editor.

See Activity assignments.

*) - Duration accuracy is 0.25h. Minimum non-zero duration is 0.25 hours (15 minutes).

**) - Duration in decimal format rounded to the closest 0.25 h.

***) - Planned duration is specified.

 

 

 

Activity Following

 

The Follow button (  ) is used to follow the activity. To learn more, see Activity following.

 

If the Follow button is in the depressed state (  ), it signifies that the activity is being followed by you.

 

 

 

Billing settings

 

To access the activity billing settings, click the dollar button in top right corner of the details section (see the illustration below).

The Billing settings editor opens, as shown below.

 

 

 

It contains of the following fields and options:

 

Field/Option

Description

Comments

Budget for this activity

The budget of the activity

The amount does not include the budgets of sub-activities, if any.

Budget for subactivities

The total budget of all subactivities

If there is no subactivity or no budget is specified for them, the line is not displayed.

Project billing settings

When this option is selected, the activity is using the project billing settings.

 

Not billable

When selected, the activity is not billable.

 

Hourly rate

When selected, the activity is billed against its billable hours at the rate specified here.

 

Fixed cost

When selected, the activity is billed as a fixed cost.

 

Billed

The checkbox is used with the Fixed cost option chosen. When selected, the activity is considered billed.

 

 

 

Additional Options

 

To access additional options click .

 

Delete the activity.

 

To delete the activity:

 

1.

Select Delete the activity.

2.

A dialog box will pop up. An example is shown below.

3.

Choose the appropriate action.

 

Attention: The action is permanent and cannot be undone. All time logs, messages, file attachments, and all sub-activities will be erased.