Editing a Staff Activity

To edit a staff activity in Projectal, follow these steps:

1. Go to the Staff Planner screen by clicking Planner on the left sidebar and then clicking Staff Planner.
2. Select the activity in the Staff Planner and click the Edit button on the Staff Planner screen toolbar, or simply double click on the activity in the Staff Planner.
3. This will display the Edit Activity screen.

Editing a Resource Activity

To edit a resource activity in Projectal, follow these steps:

1. Go to the Resource Planner screen by clicking Planner on the left sidebar and then clicking Resource Planner.
2. Select the activity in the Resource Planner and click the Edit button on the Resource Planner screen toolbar, or simply double click on an activity in the Resource Planner..
3. This will display the Edit Activity screen.

Name

Enter the name of the activity.

ID

Enter an optional identifier of the activity.  It could be the short code for 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.

Estimated Duration

Enter the amount of time required for the activity.  This is an estimate (or a guess or a prediction) of the time required for the staff or resource to complete the activity.  You can use the following units to specify the time required:

• m - minutes.  Example: 30m = 30 minutes.
• h - hours.  Examples: 6h = 6 hours. 1.5h = 90 minutes.
• D - days.  Examples: 10D = 10 days. 3.5D = 3.5 days.
• W - weeks.  Examples: 3W = 3 weeks. 6.5W = 6.5 weeks. 
• M - months.  Example: 2M = 2 months. 1.25M = 1.25 months.
• Y - years.  Example: 1Y = 1 year.  2.5Y = 2.5 years.

Color

Click the color swatch to set or clear the color for the activity.  The color can used in other screens to highlight items by 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. 

Notes

Click the Add Note button to add a note about the activity.  You can add as many notes as you like.  They are listed chronologically.