Exact Globe+

Creating and maintaining projects - Activities tab

Menu path

Go to Projects ➔ Projects ➔ Maintain projects and click the Activities tab in a project master card.

Introduction

In this tab, you can obtain an overview of activities related to the project, based on relation, type, and status by priority or start date. Besides that, you can also create an activity for the project, or maintain and delete an existing one.

Fields

Search

Click this to start searching for activities that meet the defined type and status.

Note: This is only available when you have saved a project.

Priority

Select this check box to display the activities by priority.

Relation

Select Children or Account to display the activities of the child projects or accounts linked to the project. Select None to display the activities of this project only.

Type

Select one of the activity types to display activities with the corresponding type. The options available will depend on the activity types created at System ➔ General ➔ CRM ➔ Activity types. For more information, see Creating and maintaining activity types. Select All to view the activities of the project with any activity types.

Status

Select Open, Approved, Rejected, Processed, Realized, or Draft to display activities with the corresponding status. Select All to view the activities with any status.

New

Click this to create an activity for the project.

Note: This is only enabled when you have saved a project.

Edit

Click this to edit the selected activity.

Delete

Click this to delete the selected activity.