This article covers the updated Activity Center of April 2022. Articles pertaining
to the older Activity Center are still available in our Knowledge Base under similar titles but will be phased out as new Activity Center replaces its older version entirely.
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.
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.
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.
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.
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.
Save View As button
Use the button () 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:
- Kanban; and
The button is used to open the Batch Operations panel. To learn more, see here.
This button gives access to a menu of additional options. These include:
- Project Plans;
- Flat view;
- Hide projects;
- Group by portfolio;
- Import from MS Project;
- Import from CSV;
- Export Projects to CSV;
- Export Activities to CSV.