218 Part 3: Implementing the Schedule

Displaying Activity Details for Assignments

Display the following Activity Details tabs so you can assign additional project information:

■Resources, which include the personnel and equipment that perform work on activities across all projects. You can also assign and remove project personnel job titles or skills, known as roles.

■Codes, which are used to categorize activities according to your organizational and project needs.

■Notebook, which provide additional information that further describes the activity according to specific categories of information.

■Steps, which divide activities into smaller units. You can apply a weight to each step, which can be linked to the activity’s physical percent complete for the completed steps.

■Feedback, which allows you to exchange notes with an activity’s primary resource to and from the Timesheets module.

■WPs & Docs, which enable you to catalog and track all projectrelated work products and documents.

■Expenses, which are one-time expenditures for nonreusable items. You can associate predefined cost accounts with expenses to categorize them.

■Summary, which displays detailed cost and unit information for the selected activity.

■Contract Manager Docs, which enables you to view Contract Manager (Expedition) documents associated with the selected activity.

Modify Activity Details tabs In the Activities window, click the Layout Options bar, then choose Show on Bottom, Activity Details. Click the Layout Options bar, then choose Bottom Layout Options. In the Available Tabs column, click the tab that you want to display, then click the right arrow button. To shift the tab to the left in the Activity Details display, select the tab name in the Display Tabs column and click the up arrow button; to shift the tab to the right in the display, click the down arrow button.

Primavera - Project Management