Linking Activities

You can link an activity document to a project task. Data from the Gantt is also concurrently reflected within the activity document and activity register. For example, early start and finish dates appear in the CPM Gantt as well as in the Dates section of the linked activity document. When you make updates to the Gantt, the updates will also propagate to the activity document.

Note:

  • To use Activity documents, you must have the correct permissions enabled by your Proliance administrator.

You can manually link a task to an activity document by:

ClosedCreating a link via the Activity Document
ClosedCreating a link via the task within the Schedule

Note:

  • If an activity is linked to the schedule document and the schedule is approved, it will show up as the Linked Activity. Updates to the activity document will be immediately reflected on the schedule. If more tasks are added to the schedule, and the document subtype is specified, then the activity document is automatically created when you click Save.

You can remove a linked activity by:

ClosedRemoving the activity document link from the Schedule