Admin at 12:29, 10 May 2026

2026-05-10T12:29:04Z

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Admin: Created page with "{{Docnav |Action Matrix |Gantt Chart |IconL=Action_Matrix.svg |IconR=Gantt_Chart.svg }} {{TOCright}} 450px == Overview == Project Activities are the core operational work items in SiteMaster. They are used to plan, organize, schedule, execute, monitor, and report project-related tasks across construction sites and teams. A Project Activity can represent: * Construction work * Inspection activit..."

2026-05-10T12:27:00Z

Created page with "{{Docnav |Action Matrix |Gantt Chart |IconL=Action_Matrix.svg |IconR=Gantt_Chart.svg }} {{TOCright}} right|450px == Overview == Project Activities are the core operational work items in SiteMaster. They are used to plan, organize, schedule, execute, monitor, and report project-related tasks across construction sites and teams. A Project Activity can represent: * Construction work * Inspection activit..."

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[[File:Project_Activities.png|right|450px]]

== Overview ==

Project Activities are the core operational work items in SiteMaster. They are used to plan, organize, schedule, execute, monitor, and report project-related tasks across construction sites and teams.

A Project Activity can represent:

* Construction work
* Inspection activities
* Permit-related tasks
* Milestones
* Site operations
* Documentation workflows
* BOQ execution items
* Maintenance activities

Project Activities support scheduling, dependencies, inspections, approvals, progress tracking, file attachments, recurring operations, and reporting.

Main capabilities include:

* Activity scheduling
* Progress monitoring
* Gantt chart integration
* BOQ integration
* Inspection workflows
* Method statement approvals
* Permit management
* Site assignment
* Team management
* File attachments
* Reviews and ratings
* Reporting and export
* Bulk management operations

== Create ==

To create a new Project Activity:

# Navigate to '''Work Management → Project Activities'''
# Click '''Add new'''
# Enter the required information
# Configure scheduling and activity settings
# Assign teams, managers, and sites
# Save the activity

Typical fields include:

* Activity Name
* Activity Type
* Status
* Site
* Planned Dates
* Duration
* Progress
* BOQ Item
* Method Statement
* Inspection Requirement
* Permit Requirement

Project Activities can also include:

* Attachments
* Dependencies
* Reviews
* Tags
* Specifications
* Custom attributes

== List ==

The Project Activities list page provides centralized management of all activities.

The list supports:

* Search and filtering
* Advanced filtering
* Sorting
* Paging
* Bulk actions
* Export operations
* Import operations

Activities can be filtered by:

* Status
* Type
* Site
* Manager
* Date range
* Inspection status
* Approval status
* Published state

The list view also displays:

* Progress
* Planned dates
* Actual dates
* Inspection state
* Critical activity indicators
* Milestone indicators

== Editing ==

=== Single Edit ===

To edit a single Project Activity:

# Open the Project Activities list
# Click '''Edit''' beside the activity
# Modify the required fields
# Click '''Save'''

Editable information includes:

* Scheduling
* Progress
* Attachments
* Dependencies
* Inspections
* Method statements
* Permissions
* Reviews
* Publication settings

=== Bulk Edit ===

Bulk edit allows updating multiple Project Activities simultaneously.

To perform a bulk edit:

# Select multiple activities from the list
# Click '''Bulk Edit'''
# Choose fields to update
# Apply changes

Bulk editing is useful for:

* Status updates
* Publishing changes
* Site reassignment
* Date updates
* Team assignment
* Inspection settings

== Download as PDF ==

Project Activities can be downloaded as PDF documents for reporting and sharing purposes.

PDF downloads may include:

* Activity details
* Schedules
* Progress information
* Inspection data
* Attachments references
* Approval information

To download:

# Open the activity
# Click '''Download as PDF'''

== Export ==

Project Activities support multiple export formats.

=== Export All Found as XML ===

Exports all activities matching the current search filters into XML format.

To export:

# Apply filters if needed
# Click '''Export → All found as XML'''

=== Export Selected as XML ===

Exports only selected activities into XML format.

To export selected records:

# Select activities
# Click '''Export → Selected as XML'''

=== Export All Found as Excel ===

Exports all filtered activities into Excel format.

To export:

# Apply filters
# Click '''Export → All found as Excel'''

=== Export Selected as Excel ===

Exports selected activities into Excel format.

To export selected records:

# Select activities
# Click '''Export → Selected as Excel'''

Exported data may include:

* Activity information
* Dates
* Progress
* Costs
* Quantities
* Inspection status
* Approval status
* Site information

== Import ==

Project Activities can be imported using XML import functionality.

Importing allows:

* Bulk creation
* Data migration
* System synchronization
* Backup restoration

To import:

# Open the Project Activities page
# Click '''Import'''
# Select the XML file
# Start the import process

Imported records may include:

* Activity data
* Scheduling information
* Attachments
* Relationships
* Attributes

== Deleting ==

=== Delete All ===

Delete All removes all activities matching the current filters.

To delete all found records:

# Apply filters if required
# Click '''Delete → Delete all found'''

Warning:

Deleting activities may also affect:

* Reports
* Dependencies
* Inspection records
* Related documents

=== Delete Selected ===

Delete Selected removes only selected records.

To delete selected activities:

# Select activities
# Click '''Delete → Delete selected'''

This operation is useful for removing:

* Duplicate records
* Cancelled activities
* Test data
* Obsolete activities

== Related Pages ==

* [[Projects]]
* [[Sites]]
* [[Gantt_Chart]]
* [[Work_Items]]
* [[Inspections]]
* [[Method_Statements]]
* [[Bill_Of_Quantities]]
* [[Project_Activity_Reviews]]
* [[Project_Activity_Tags]]
* [[Specification_Attributes]]

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Project Activities - Revision history

Admin at 12:29, 10 May 2026