To Create an Activity

BIM 360 Plan has five activity types that you can track in your projects.

The activity name is a required field. The assigned company and person, as well as the duration, finish date, and crew size are filled in for you.

  1. Click + Activity > New Activity.

  2. Select an activity type. The default is Task.

  3. Specify the status. The default is Open.

  4. Specify the name.

  5. The associated company is pre-populated based on your sign in. You can select a company to associate with the task. Type the company name to narrow the list.

  6. You can select another person to assign the task to. Type a name to narrow the list.

  7. Select the location. Locations are defined as part of project administration.

  8. For Schedule, the duration, finish date, and Crew Size are automatically generated. Adjust as needed.

    Click Extended Workdays to add weekend days or holidays to the schedule.

  9. For Details, select a work breakdown structure (WBS), and optionally enter a description.

  10. Click Save.