This document provides tips for using activity detail tabs in Primavera. It discusses how to open a project, view the activity details page, customize which detail tabs are displayed, float tabs to different locations on the screen, and save view changes made to the detail tabs. The key points covered are opening a project from the projects hierarchy, viewing project activities and detail tabs on the activities page, customizing which tabs are shown, disconnecting tabs to float them freely, and using the save view option to retain tab configuration changes.

1. Detail Activity Tabs - Tips and Techniques
Developed by
Bruce F Gordon

2.  Opening a Project
 Activity Details Page
 Activity Detail Tabs
 Floating Activity Detail Tabs
 Saving Changes to Views

3. Primavera Web Opening a Project
1. Select the drop down arrow next to
“Projects”
2. Select the command for “Open Projects”
Note: Clicking directly on the “Projects” text will open the last Project you
had selected. Click on the down arrow until you see the “Open Projects”
command.
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4. 1. Expand the hierarchy table to locate the Project you want to
open. Note: Your assigned security determines what Projects you can see in the
hierarchy
2. Highlight the Project and move it to “Selected Projects” by using
the arrow. Note: you can move more than one Project to “Selected Projects”
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3. Select “OK” in the
bottom right corner of
the window
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Primavera Web Opening a Project

5. 1
1. Initially the Projects window may
default to “EPS”
2. Select “Activities”
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3. Your Project (or Projects if you opened
more than one) will display in the title
bar
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Primavera Web Opening a Project

6. Primavera Web Detail Tabs
1. In the Activities window there are a selection of detail tabs across
the bottom of the form that provide additional information about
the activity that is highlighted.
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7. 1. Tabs will display when highlighted on an activity row. In the example below
the top figure has the grouping band highlighted and the tabs do not display.
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Primavera Web Detail Tabs

8. 1
1. To see the detail information select the tabs along the bottom of the activities
window
2. To close the tabbed window select the Minimize Details icon
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Primavera Web Detail Tabs

9. 1
1. To reduce unnecessary Tabs along the bottom, place your cursor
anywhere directly on the Tabbed area and right click
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3. Leave
boxes
checked that
you want
displayed.
Shown are
the tabs
primarily used
at PV.
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Primavera Web Detail Tabs
2. You can
individually
unselect
each Tab, or
the easiest is
to select
“Customize”

10. 1. The best use of the Detail tabs is to disconnect them and float
them on your screen. To “float” a Tab select the “Float” icon.
Primavera Web Detail Tabs
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11. 1. With the Tabs disconnected you can place them anywhere on
your monitor or even move them to your second monitor.
Primavera Web Detail Tabs
Pred & Succ Tabs are disconnected
2. To reconnect select the
“Restore” icon
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12. 1. Detail tabs may have toolbars available. For Predecessors and
Successors you can change which columns display.
Primavera Web Detail Tabs
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13. 1. Following any changes make sure to “Save View” if you want the Detail
Tab changes to be there the next time you open the View.
Primavera Web Detail Tabs
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