Kavi® Status Tracker Help

Chapter 28. Schedule Activities

Overview

The Schedule Activities page is used to view and schedule project activities in bulk. This is especially useful when setting up a project schedule or when you have to revise a series of scheduled activities.

Note

You cannot record an activity or edit activity details through this tool. When you are done editing the schedule you are taken to the Project Activities page where you can use the Record Activity link to access the Edit Activity Details tool. When you use the Edit Activity Details page, the current date is automatically entered in the Date Occurred field. If you do not wish to record the activity at this time, delete the value in the Date Occurred field.

Use Schedule Activities to:

View this project's activity schedule and schedule or revise as activities as necessary.

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How to Schedule Activities

View all scheduled and recorded activities for this project. You may sort activities by Activity Type, by date scheduled or by date occurred. You may use the 'Results per page' pull-down list and Change button if you want to have a different number of activities displayed.

To schedule a new activity or change the date on an activity that is already scheduled, enter a date in MM/DD/YYYY format.

When are satisified with your settings click the Save button. You are taken to the Project Activities page to review the schedule. Click the Record Activity link if you want to Edit Activity Details.

Project Fields

Name

The name of this project.

Project State

The Project State currently assigned to this project.

Last Modified

The Last Modified datestamp, set the last time that project data changed.

Activity Fields

Activity Type

The Activity Type on which this activity is based.

Timeline

The timeline shows the date that an activity occurred. If the activity has been scheduled but not recorded, this field shows the date on which the activity is scheduled to occur.

Date Scheduled

The date this activity is scheduled to occur. This field may be empty if the activity wasn't scheduled in advance.

Date Occurred

The date recorded as the actual date that the activity occurred.

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