Understanding Action Fields

• Name
  This is a free-form input that should be used to uniquely identify the action.

• Percent (%) Complete
  This numeric value (a range from 0 to 100) defines the completed status of the project and is used for calculating the status for parent actions and the project as a whole.

• Duration
  This value (represented in seconds, minutes, hours, days, weeks, or years) defines the time expected for completion of the project. Note: This value will be automatically adjusted by, or affect the adjustment, of the action End Date.

• Type
  This customizable field is used for organizing different major action types. Note: Action Type options are defined in the Configuration area.

• Status
  This customizable field is used for organizing overall action completion. Note: Action Status options are defined in the Configuration area.

• Date Start
  This is the date that the action has / will begin. Note: Date Start will automatically be adjusted to accommodate Sub-actions that have a date preceding the specified date. This feature can be disabled in the system configuration file.

• Date Finish
  This is the date that the action has / will be completed. Note: Date Finish will automatically be adjusted to accommodate Sub-actions that have a date following the specified date. This feature can be disabled in the system configuration file.

• Main Contact
  This selection is used to relate the action with a specific client contact. Note: This option is unavailable when the project is not related to a specific client.

• Managed by
  This is the administrator that is responsible for managing the action.

• Assigned to
  This is the administrator that is responsible for maintaining the action activity.

• Priority
  This selection defines the priority (Low, Medium, or High) which is represented in the action list and used to produce the Action Weight.

• Billable Time
  This selection will affect automatic billing operations and the creation of new timelog records.

• Notes / Details
  This is a free-form textarea field that can be used to store general action notes, details, or objectives, visible to the client.

• Private Notes
  This is a free-form textarea field that can be used to store general action notes, details, or objectives, hidden from the client.

• Parent Action
  This is a select list that can be used to move the node under a different parent. Note: Moving a node will cause all child nodes to be moved as well.

• Recurrence
  This option controls the automatic creation of a recurring task schedule.