230 Part 3: Implementing the Schedule
Assigning Activity Codes and Adding Expenses
For information about establishing activity codes and values, see “Establishing Activity Codes” on page 193.
In the Activities window, select the activity to which you want to assign a code and value. Click the Codes tab in Activity Details.
Click Assign. Select the activity code value you want to assign. To assign multiple codes and values, hold down the Ctrl key, then click each code value you want to assign. Click the Select button, then click the Close button.
Add expenses to activities In the Activities window, select the activity to which you want to add an expense. Click the Expenses tab in Activity Details.
You can customize the columns to include other information for the expense assignments. Right-click in the Columns area of the Expenses tab and choose Customize Expense Columns.
For information about setting up expenses for your projects, see “Working with Cost Accounts and Project Expenses” on page 247.
Click Add, then type the expense’s name. Double-click the item’s expense category listing, click the category you want to assign, then click the Select button. Double-click the Accrual Type cell, then select the expense’s accrual type. Type the number of budgeted units you expect the selected activity to use. Type the cost of each unit. The module calculates and displays the expense’s budgeted cost (budgeted units * price/unit) in the Budgeted Cost field.
Primavera - Project Management
Working with Activities 231
For more information on automatically calculating actuals, see “Updating, Scheduling, and Leveling” on page 283.
To automatically calculate an expense’s actual cost based on the activity’s planned completion percentage, mark the Auto Compute Actuals checkbox.
To enter actual expense costs already incurred by the activity, type the cost in the Actual Cost field. Type the name of the vendor business or organization to which the expense is payable.
Primavera - Project Management
232 Part 3: Implementing the Schedule
Viewing Activity Feedback and Posting Resource Notes
In the Activities window, select the activity whose comments you want to view. These comments are added in the Timesheets module by the primary resource for the activity. Click the Feedback tab in Activity Details.
Review the notes in the Feedback from Primary Resource area.
In the Notes to Resources area, type any comments to the resources who are working on the activity. The notes are then posted with the activity in the Timesheets module for the resources to read.
Assign notes to activities In the Activities window, select the activity to which you want to assign a note. Click the Notebook tab in Activity Details.
Click Add. Select the notebook topics you want to assign. These topics are predefined in the Notebook Topics tab of the Admin Categories dialog box. To make the topics accessible for assignment to projects, EPS nodes, WBS elements, and/or activities, mark the appropriate checkboxes in the Admin Categories dialog box. To assign multiple topics, hold down the Ctrl key, then click each notebook topic you want to assign. Click the Assign button.
Primavera - Project Management
Working with Activities 233
In the Description section of the Notebook tab, type a brief description for the selected notebook topic. You can use HTML editing features, which include formatting text, inserting pictures, copying and pasting information from other information fields (while retaining formatting), and adding hyperlinks.
Primavera - Project Management