Creating a New Activity

The functionality available to the user is based on the user’s role and permissions.

To create a new Activity, follow the steps outlined below:

1. Click Create in the upper right corner of the screen

2. Click New Activity

3. Complete all required fields highlighted in red.

   

4. New boxes will appear after step 3. Update the Status, Status Date, and UOM Value for the Activity.

   1. Only one Status can be edited at a time.

   2. The status for which the radio button appears green will be set as the current status for the Activity.

5. Click Next

6. Select the Activity Location

   1. By default, the Use Project Location checkbox will be checked meaning the Activity uses the same Location as the Project to which it is assigned.

   2. If appropriate, uncheck the Use Project Location checkbox and then use the Search bar or pan/zoom the map to click on the map and select the Activity Location.

      

7. Click Next

8. If necessary, add a Funding Source (Not Required)

   1. Click Add Source to add a Funding Source to the Activity and then use the drop-down lists to select f the Account Number and Subaccount Number.

   2. If needed, click Create Funding to create a new Funding Source to Planner.

9. Click Next

10. If necessary, add a Landowner (Not Required)

    1. Click and use the modal to Add Landowner.

    2. Landowners previously added to the Project will be displayed in the Project Landowners table. Use the check box next to the landowners name and to add them to the Activity and click Add Project Landowner(s) To Activity.

11. Click Next

12. If necessary, add Personnel to the Activity and assign a specific person as the Staff Responsible (Not Required)

    1. Click and use the modal to Add Personnel

    2. Use the Staff Responsible drop-down list to select

13. Click Save. The Activity will be saved and accessible from Planner, GeoTracks, or GeoTracks Mobile.