Schedule Module: Managing Activities

The Schedule Module allows you to manage your project activities efficiently. This guide will walk you through how to add, edit, and delete activities in your schedule.

Adding an Activity

To add a new activity to your Schedule:

1. Click the blue Add Activity button in the top left corner

2. Fill in the activity details:

   - Activity Name

   - Phase

   - Status (Not Started, In Progress, or Completed)

   - Start Date

   - Baseline Completion Date

   - Planned/Actual Completion Date (Actual Date is only available when the status is Completed)

3. Configure additional settings:

   - Toggle Start if this is the first reported activity

   - Toggle Completion if this is the last reported activity

   - Select an icon (this is optional, but you can filter on these icons for simple reporting)

4. Click on the green Save button in the bottom right corner of the pane.

Editing an Activity

You can easily modify existing activities:

1. Click on any activity to open the editing pane.
2. Update any of the fields mentioned in the above section.
3. Click Save to confirm your changes (in the bottom right corner of the pane).

You can also reorder any activity:

1. Click and hold on the grab bar and drag the activity to the desired position
2. Click Save to confirm the changes.

Activity Status Bulk Edit

You can change the status of multiple activities at once:

1. Click on Bulk Edit to open the bulk edit menu.
2. Select the activities you would like to change the status for or click Select All to choose all activities.
3. Click Set Status and choose the desired status option from the pop-up window.
4. Hit Set Status and then Save to apply the changes.

Deleting an Activity

To remove an activity from your schedule:

1. Click the trash icon next to the activity you want to delete.
2. Click Delete Activity in the confirmation popup.
3. Click the green Save button in the top left corner to confirm the changes.

Bulk Deletion

If you need to delete the entire schedule, use the Bulk Deletion feature to remove all activities simultaneously.

1. Navigate to the Bulk Edit actions menu.
2. Click Select All to mark all the scheduled activities.
3. Select Delete to confirm deletion of your schedule completely.
4. Click Delete Activities in the confirmation pop up.

Overwrite Schedule

You can also easily update your schedule by uploading a new one and choosing to overwrite the existing schedule. Follow these simple steps:

1. From the Schedule module, click the Import button.
2. Choose the file type and upload your new schedule file.
3. When prompted, confirm if you want to overwrite the existing schedule.