Activity Details Dialog Box

The activity is the primary building block of an Open Plan project.

While Open Plan supports almost any activity numbering system, most organizations use activity IDs that have some significance built in, such as a prefix that refers to the project.

The Activity Details dialog box displays the basic information about each activity. Open Plan automatically displays this tabbed dialog box each time you add or edit an activity.

The Activity Details dialog box contains tabs for the various types of information associated with the activity.

Because you can update multiple activities without having to close the Activity Details dialog box each time, Open Plan automatically applies any changes you make to an activity before displaying the next record.

The Activity Details dialog box is resizable. You can resize this by dragging any corner or side of the dialog box.

Note: You must update information for an activity before the Undo and Apply buttons become active.

You can also use the New command to create a new activity while the Activity Details dialog box is open.

You can customize the action of the New command so that it copies the information for the current activity rather than presenting the user with a blank entry screen. You do this by selecting the Do Not Clear Contents of the Dialog Box When Creating a New Activity option on the Edit tab of the Options dialog box.

Tabs

This dialog box includes the following tabs:

  • General Tab
  • User Fields Tab
  • Relationships Tab
  • Resources Tab
  • Codes Tab
  • Advanced Tab
  • Risk Tab
  • Notes Tab
  • Steps Tab