How to Add, Delete, or Edit Activities in Primavera P6

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How to Add, Delete, or Edit Activities in Primavera P6

00 How to Add, Delete, or Edit Activities in Primavera P6

Tip: To add activities while working with several projects on the Activities page, you have to group activities by Project or WBS. When working with one project, you are able to add activities regardless of grouping options.

To add an activity

  1. Select the location in the project structure where you need to add the activity. The new activity will be added straightly beneath the element you select.

For example, to add an activity to a project without assigning it to a specific WBS element, select the project row (when the view is grouped by project). To add an activity to a WBS element within a project, select the WBS row. To add an activity immediately beneath another activity, select the activity.

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  1. Click icon to add an activity (Insert), or right-click on the element and choose Add activity.

If data is grouped, the new activity inherits the value of the grouping field, or fields, if multiple grouping levels are applied. For example, if grouped by Activity Status and you add an activity to the In Progress group, the new activity is designated as in progress with an actual start date.

When data is grouped by a field other than WBS or Project, new activities are assigned to the project level, or root node, of the WBS.

To delete one or more activities, select them and click icon to delete a project element (Delete).

To edit an activity name/ID or its associated data, navigate to the appropriate field cell, double-click, then type your changes.

Note that you can also edit activity data through the details page. To access details, in the toolbar, click icon to represent activity details.

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