In Projectal, you can manage activities for either staff or resources.  

For staff activities, you use the Staff Planner.  The Staff Planner screen is where you can add, edit, duplicate and remove staff activities in Projectal.

For resource Activities, you use the Resource Planner.  The Resource Planner screen is where you can add, edit, duplicate and remove resource activities in Projectal. 

Getting to the Staff Planner screen

1. Go to the Staff Planner screen by clicking Planner on the left sidebar.
2. Click the Staff Planner on the left sidebar to display the Staff Planner screen.

Getting to the Resource Planner screen

1. Go to the Resource Planner screen by clicking Planner on the left sidebar.
2. Click the Resource Planner on the left sidebar to display the Resource Planner screen.

Getting to the Activities screen

1. Go to the Management screen by clicking Management on the left sidebar.
2. On the Management screen, click the Activities button to display the Activities screen.

Activities screen toolbar

The Activities screen toolbar has the following buttons:

• Add - to add a new activity
• Edit - to edit the selected activity
• Delete - to delete the selected activities
• Duplicate - to make a copy of the selected activity
• Import - to import a list of activities from a spreadsheet or PDF file
• Export - to export the list of activities to an Excel spreadsheet (XLS) file
• Quick Search - to search and filter the list of activities using some text
• Filter - to search and filter the list of activities using fields
• User Views - to save and recall your favorite user views on this screen
• Color By - to color the list of activities by the designated color of a selected data attribute

Editing Activities

Double-click on a cell to edit a value for the activity.

Select a cell and copy (Ctrl+C) and paste (Ctrl+V) the values into another cell. 

Select a cell and drag the right side corner of the cell to fill down  the value into other cells.

Select a cell and press the DEL key to delete the value from the cell.

Tip: Enter text into the Filter edit box and click the Search button to find specific activities.

Tip: Click on the Options menu in the column headers to choose which columns you wish to hide or show in the list. 

Tip: Click on a column header to sort the list ascending or descending.  Press SHIFT + click on multiple column headers to sort by multiple columns.