EasyProjects
Easy Projects is Work and Project Management Software that is designed to help teams of all sizes collaborate more effectively, stay on budget and deliver projects faster.
Birdview
Birdview PSA is a professional services automation platform built for organizations that want to better manage their entire delivery lifecycle. It includes all of the features and functionality of Easy Projects, plus an added layer of advanced functionality and financial tools for billing clients and tracking revenue and profit.
Submit a Ticket Login Sign Up

How can we help?

Articles in this section

See more

Activity Center Toolbar

Avatar
Helpdesk
  • Updated
Follow

The Activity Center toolbar contains the most important tools of Activity Center. These include Filters and Fields.

A screenshot of the action bar is shown below.

 

AC_toolbar_1.png

 

 

Features

 

New Project button

The New Project button is used to add projects. It has a drop down section that opens a list of available templates on which you may want to base your new project.

 

Filters

The button is used to access the filters. The filters allows you to use a great number of parameters to locate the item or a group of items you would like to filter out in Activity Center. Examples could include (1) a particular project you would like to work with; (2) the complete list of projects with the 'Open' status; (3) all activities with 'Open' status' and 'Development' category'. The best thing about the filters is that you can combine them any way you like. To learn more, see here.

 

 

Columns

Activity Center offers a wide range of customization options, from sorting lists in a variety of ways to adding custom columns. Customization is described in detail here.

 

 

Sorting method selector

There are many ways the list shown in a Activity Center view can be sorted.  You can sort the list by activity or project attributes, which are presented as two columns. Simply select an item, e.g. WBS (Work Breakdown Structure), and the list will be re-sorted accordingly.

AC_sorting_method_1.png

 

 

View save control

The current contents of Activity Center with selected filters applied, if any, is known as a view. You can save views for future use, and share them with other users. 

AC_current_view.png

 

 

Save View As button

Use the button (AC_save_view_btn.png) to save the current view. Once saved, the view can be retrieved, edited, shared, or deleted. See Views for details.

 

 

 

Flat/Hierarchical view mode buttons

Activity Center allows you to view projects and activities as a tree structure which uses the left margin to distinguish between activities of different levels. As a result, you can readily see which activity is parent and which is child. This presentation of activities is called hierarchical. In other cases you may wish to see a list of activities without their parent/child relation. This presentation is called flat.

 

 

Table, Gantt, Kanban, Calendar tabs

The tabs are used to select one of the four available presentations of Activity Center:

  • Table;
  • Gantt;
  • Kanban; and
  • Calendar 

AC_tabs.png

 

Actions

The button is used to open the Batch Operations panel. To learn more, see here.

 

 

More actions

This button gives access to a menu of additional options. These include:

  • Project Plans;
  • Flat view;
  • Hide projects;
  • Group by portfolio;
  • Show completed projects;
  • Show completed activities;
  • Show Projects/Activities counter; 
  • Import from MS Project;
  • Import from CSV;
  • Export Projects to CSV;
  • Export Activities to CSV;
  • Show archived projects

 

Related articles