Edit an Activity

You can edit activity information in the grid or on the tabs. The default information on the tabs and in the grid is there to guide you. If you are not familiar with a term or the reason for a field, Deltek recommends that you keep the default setting. All editable field information can be entered in the grid or on the tabs. When you edit activity information, it is best to work through the tabs from left to right (that is, from the General tab to the Link tab).

Before you begin, see Rules for Editing Change Details Data.

Editable Fields

In addition to the system editable fields in the grid and on the tabs, you can also edit the following fields:

• Any user character/number/date field that was added in User-Defined Data and is not a linking field

• Any add/edit code using a lookup that was added in User-Defined Data and is not a linking field

To edit an Activity:

1. On the Navigation menu, click Workflows » Change Management » select a Change Request.

2. In the List View, select the Change Request.

3. On the General tab of the Change Request Form, click the Change Details button. The Change Details view and barchart displays.

   Tip: Maximize the Change Details screen in order to see all the options on the Change Details view grid toolbar.

4. Edit the information as needed, either in the grid or on a tab.

5. Click Save. The activity bar on the barchart reflects any changes made to the activity.

What do you want to do?

Insert an activity

Delete an activity

Add an activity to a work package

Select the Create, Edit, or Delete Activities option

Delay the start of an activity

Change the EVT for an activity

Add a predecessor or successor relationship to define when an activity occurs

View external predecessors and successors

Add a relationship to an activity

Add a resource to an activity

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