Editing an Activity

  1. In the side navigation, click > Activities.

  2. Click the name or timeline of the activityClosed Any targeted action or measure taken by a company to promote its products or services, attract customers, or increase sales. you want to delete.

    3. The activity's Details panel is displayed on the right side. The Details tab is shown.

  3. Optional: Edit the attributes displayed on the Details tab if needed.

    4. Each changed attribute is saved when you leave the field, for example by activating the next attribute or clicking outside the field.

  4. Optional: Switch to the Budget tab.

  5. Edit the funding of the activity: Link additional budget, or, if not needed anymore, click × to unlink planned spend.

  6. Optional: Switch to the Impact tab.

  7. If the activity is a point where plan performance data is to be captured: Edit the plan performance data if needed.
    Note: The specification of attributes can have an influence on the calculation of the performance plan data. We therefore recommend that you first edit all attributes of the activity on the Details tab. Only then calculate the performance plan data.

  8. Optional: If you want to edit a possibly linked workflow:

    1. Click the Open Workflow button on the right above the tabs.

      2. The datasheet is opened.

    2. Edit the workflow as desired. You will find more information on how to edit the workflow in the Job Manager User Manual, see Further Documentation.

    3. After finishing all your edits click Go to Activity in top right corner of the datasheet.

  9. Click × to close the Details panel.

You have edited the activity.