Define general activity propertiesΒΆ

In order to define the general properties of an activity, do as follows:

  • Activate the tab General in the window Activity properties.

image0

Field Due date

  • Choose the option Start if you have a fixed start date of the activity and enter Date and Time. The finish date of the activity will be calculated automatically.
  • Choose the option Finish if you have a fixed finish date of the activity and enter Date and Time. The start date of the activity will be calculated automatically. Note: You can move the start date and finish date of an activity much more quickly in the diagram by using the mouse to shift the activity.
  • Mark the check box Fix if the activity due dates in the optional date calculations that have been selected via the menu must not be shifted.
  • Mark the check box Mark as milestone if you want to label the activity as milestone. In this case, activity duration is set to zero. Field Activity calendar
  • Select the calendar you want to use from the drop down list Activity calendar.

The button image1 allows for the quick access to the actual calendar.

  • Mark the check box Disregard team calendar and employee calendar if the team calendar and employee calendar should not be regarded in new activities.
  • Mark the check box Start of activity only at first shift if the start of activity is permitted to begin only at the first shift.
  • Mark the check box Merge into one line if you want to have several activities succeeding in a row displayed hierarchically independent.
  • Enter the percentage of completion of an activity in the field Completed.
  • Enter extra costs that are not on display along with the resources in the field Fixed costs.

Field Financing

  • Enter the amount of the payment period in the field Invoice amount.
  • Define a period of time in business days for the due date of the payment in the field Term of payment.
  • You can enter the date of the payment receipt in the field Receipt of payment only if you have declared the milestone to be 100% completed. Once you have marked the milestone as 100% completed, the payment receipt is displayed automatically along with the due date of the milestone plus the term of payment. You may also correct the date.
  • Select the color you want to use from the drop down list Color
  • Click on the button OK.