Adding a Staff Activity

To add a staff activity into Projectal, follow these steps:

1. Go to the Staff Planner screen by clicking Planner on the left sidebar and then clicking Staff Planner.
2. Click the Add button on the Staff Planner screen toolbar or double click in a date cell on the Staff Planner.
3. This will display the Add Event screen.
4. On the Add Event screen, click the Activity tab.

Tip: A more convenient and quicker way to add a activity is to use your mouse to click in a staff member's date cell where you would like the activity to start and drag to where you would like the activity to finish.  The Add Event screen will will be pre-filled with those dates and the staff member. 

Tip: Whilst dragging your mouse to create a new activity, the start date and finish date will be blocked to the cell's boundary (either day, week, month or year).  If you wish to have more finer control and choose the exact day or time for your activity, then hold down the SHIFT key whilst dragging and the blocking is turned off so you can choose your preferred day or time within a cell. 

Adding a Resource Activity

To add a resource activity into Projectal, follow these steps:

1. Go to the Resource Planner screen by clicking Planner on the left sidebar and then clicking Resource Planner.
2. Click the Add button on the Resource Planner screen toolbar or double click in a date cell on the Resource Planner..
3. This will display the Add Event screen.
4. On the Add Event screen, click the Activity tab.

Tip: A more convenient and quicker way to add an activity is to use your mouse to click in a resource's date cell where you would like the activity to start and drag to where you would like the activity to finish.  The Add Event screen will will be pre-filled with those dates and the resource. 

Name

Enter the name of the activity.

Description

Enter the description of the activity.

Start Date

Enter the start date and start time of the activity.

Finish Date

Enter the finish date and finish time of the activity.

Assigned Staff

Click the Assign Staff button to choose the staff that the activity belongs to. 

Assigned Resources

Click the Assign Resource button to choose the resource that the activity belongs to.

Stage

Select the stage (or status) of the activity.  

Tip: The list of available stages for an activity are defined on the Stages screen via the Management screen.