<aside> 💡 In this section, we explain how to get and edit the most essential information of an activity in the Project module of Floor2Plan.

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List of content

The Basics

In each project either on project, product and component page you can find the Activities tab. This tab appears on project, product and component level. The tab contains the Activity table with all the activities planned for the selected element. On the project and product levels will be planned key events and significant milestones, while on component level activities which are required to complete the project.

Activity table

Add new activity pop-up

Edit activity pop-up

More Activity information

Activities and sub activities

Customize your activity table view

Walkthrough

Edit an existing Activity

[1] Select your project in the Project module.

[2] Open the component by selecting it from the project tree list to open the Component View. As default, you should see the Activity tab open.

[3] To Edit the activity you can double-click on the activity’s row that you want to edit or click on the ✎ Edit button, inside the menu indicated by 3 dots.

[4] The Edit Activity pop-up will open.

[5] In Description you can type in the new name of the activity.

[6] In the Duration you can type in the amount of days that will take this Activity.

[7] In Constraint Type you can elect form the dropdown the constrain type for this activity.

[7a] Depending on the constraint type you might need to select a Constraint Date.

[8] In Window Start and Window Finish you can select the dates using the calendar. You can only define manually one of them, the other one is linked and calculated automatically based on duration.

[8a] if Window Finish is linked, then you can manually select the Window Start and the Window Finish will be calculated automatically (Widow Start date + Duration).

[8b] if Window Start is linked, then you can manually select the Window Finish and the Window Start will be calculated automatically (Widow Finish date - Duration).

[9] By clicking on Advanced you open more options to edit.

[10] Click on Save button to apply all the edits.

User requirements

The features are accessible to roles that have permission for the Project module.

This feature can be accessed by Advanced users.

If you aren’t sure what user you are, contact your Administrator.

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Requirements and troubleshooting

Requirements

Have at least one project and one component. In this section, we are mainly talking about the component activities that can be found in the active tab of a component. The same tab can be found also in the project.

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Related functions

Edit an Activity in your project

Edit a Resource assignment

Activity Statuses - change the status of the activity

Component statuses