Contents of the Manage Activities Screen
Use the fields and options to configure the Manage Activities screen.
Contents
Field | Description | ||||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Activity ID | Enter a unique ID to identify the activity, or leave this field blank to have Costpoint automatically assign an ID if the Auto-Assign Activity IDs check box is selected on the Configure Contract Management Settings screen. | ||||||||||||||
Description | Enter a description for the activity. | ||||||||||||||
Activity Date | Enter, or click
![]() |
||||||||||||||
Subject | Enter, or click
![]() |
||||||||||||||
Priority |
Select the priority of the activity. Valid options are:
|
||||||||||||||
Activity Owner | Enter, or click
![]() |
||||||||||||||
Completed |
Select this check box if the activity has been completed. Once you selected this check box, the Completed Date field becomes populated, and all the fields on the main screen as well as on the Resources subtask become disabled. You will not be able to delete, make additions to, or modify the activity or the resource. The Tasks subtask, however, will remain editable. You can clear this check box at any time to allow additional changes to the activity. Clearing this box also clears the Completed Date field. |
||||||||||||||
Method | Enter, or click
![]() |
||||||||||||||
Completed Date | This field automatically populates with the date the Completed check box is selected. | ||||||||||||||
Location | Enter the location for the activity. | ||||||||||||||
Opportunity ID |
Enter, or click
The unlabeled field to the right displays the opportunity name as a hyperlink. You can click this link to open the Manage Opportunities screen and see more information about the opportunity. |
||||||||||||||
Contract ID |
Enter, or click
The unlabeled field to the right displays the contract name as a hyperlink. You can click this link to open the Manage Contracts screen and see more information about the contract. |
||||||||||||||
Subcontract ID |
Enter, or click
The unlabeled field to the right displays the subcontract name as a hyperlink. You can click this link to open the Manage Subcontracts screen and see more information about the subcontract. |
||||||||||||||
Notes | Enter additional notes or comments about the activity. | ||||||||||||||
Download Outlook (.ics) |
Note: This button is available only in Form view and displays once you have saved the record.
You can use this button to add the activity to your Outlook calendar. Click this button to download an .ics file containing information about the activity. And then, click the downloaded file on the browser window, or open it from your local Downloads folder. You can save the file as is or make modifications before adding the activity to your Outlook schedule. The .ics file automatically sets the appointment as Busy. The other values get copied from the screen and include the following:
|
Subtasks
Subtask | Description |
---|---|
Resources | Use this subtask to enter, edit, or view resources associated with the activity. |
Tasks | Use this subtask to enter, edit, or view tasks related to the activity. |