New
Add an Activity
Click New or press Shift+A to add a new activity.
Use the Activity Information panel to add or modify activity information. This panel includes general activity information as well as information about precedences, scheduling constraints, and resource allocation and rates.
Note: You must set up attributes prior to creating activities. See the Attributes topic for more information.
Tutorials
Click to read the Creating Activities and Viewing and Interacting with Activities tutorials.
Instructions
On the Home tab, in the Activities group, click New to create a new activity, or Properties to view the properties of an existing activity.
This panel has two tabs: the General tab and the Resources tab.
General Tab
General
This section includes general information about the activity and its progress.
Name
Enter the name of the activity.
Is summary
Select this check box if the activity is a summary.
Start
Enter or select a start date for the activity.
End
Enter or select an end date for the activity.
Work
Enter the number of days the activity is expected to take to complete.
Percent Completed
Enter the percentage of work that has been completed for the activity.
Priority
Enter a number to indicate the priority of the activity.
Predecessors
This section displays information about any predecessors that are linked to the activity. For more information about precedences, see Precedence Information.
Predecessor
Displays the predecessor's name.
Type
Select whether the activity should be linked to the start or finish of the predecessor. You may select Start to Start, Finish to Finish, Start to Finish, or Finish to Start.
Lag
Enter the number of days that must separate the activity from the predecessor.
Successors
This section displays information about any successors that are linked to the activity. For more information about precedences, see Precedence Information.
Successor
Displays the successor's name.
Type
Select whether the activity should be linked to the start or finish of the successor. You may select Start to Start, Finish to Finish, Start to Finish, or Finish to Start.
Lag
Enter the number of days that must separate the activity from the successor.
Scheduling Constraint
This section specifies any scheduling or time constraints for the activity.
Constraint type
Select a scheduling constraint type to indicate how early or late the activity can start or finish. You can specify whether the activity must start or finish on/before/after a specific date, or you can specify that the activity should begin as soon or as late as possible.
Constraint date
Select a date to correspond with the Constraint type you selected. This box is disabled if you select As Soon As Possible or As Late As Possible as the Constraint type.
Click the Resources tab to continue.
Resources Tab
Resource Allocation
This section includes any resources that are allocated to the activity. For more information about resource settings and allocation, see Resources and Allocate Resources.
Resource
Select the name of the resource from the list. For more information about adding or modifying resources, see Resource Settings.
Rate
Displays the rate of the selected resource.
Rate
This section indicates the rate of the resources that are allocated to the activity.
Activity rate
Enter the activity rate.
Combined resource rate
Displays the sum of the rates from all resources that are allocated to the activity.
Resource manual rate
Enter the manual rate of the resources.
Partial parallel rate
Enter the rate of the resources when applied across multiple activities that are occurring in parallel.
Partial series rate
Enter the rate of the resources when applied across multiple activities that are occurring in series.
Source
Select a source from the list to display its current rate.
Current rate
Displays the current rate of the source selected from the Source list.
