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Use the Activities grid to schedule and manage meetings, phone calls, and other
tasks. When you schedule an activity, the activity is added to the respective hub record and the
Deltek calendar depending on the type.
Your system administrator uses the Activity List in Settings to control the types of activities that display on the Activities tabs in the hub records as well as those that display on the
Deltekcalendar. For example, an email may display in the Activity grid and Activity hub only but would not display in the calendar. However, phone calls and meetings would display on the calendar.
Click the
+Add Activity link to open the Activity dialog box and add activity information. Except for the Notes, you cannot edit activity information directly on the Activities grid. To edit or copy an activity from the Activities grid, select the activity, click
 , and select the desired option. The Activity dialog box displays, which allows you to edit or copy activity details as needed.
When you copy a record,
Deltek creates a copy of the activity and also adds a Follow-up prefix (for example, Follow-up: Report
Client Audit) to the name of the copied activity. If you prefer to save a new activity from the copied record instead of a follow-up activity for it, you can remove the Follow-up prefix, modify the field information, and rename the copied activity.
To delete an activity from the Activities grid, click
and select
Delete.
Deltek prompts you to confirm the deletion of the activity from the hub record.
Copying a record automatically creates a Follow-up activity for the activity.
Deltek creates a copy of the activity record and also adds a Follow-up prefix (for example, Follow-up: Report
Client Audit) to the name of the copied activity. If you prefer to create a new activity from the copied record, you can remove the Follow-up prefix, modify the field information, and rename the copied activity.
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