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You can add an Activity to any Implementation Plan that belongs to a Project from the Activities tab. Within the Activities tab, after selecting an Implementation Plan from the picklist, and clicking on “Add New Activity”, you can start building out that Implementation Plan. A pop-up will appear so that a new Activity record can be defined and created.
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System Administrator Note: The fields in the popup are defined and can be customized using the CREATE_NEW_ACTIVITY_POPUP field set on the Activity__c object. |
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Only the Implementation_Plan__c and Name fields are required for the Activity to save successfully. Optionally, you can also:
Select the ‘Activity Type’
Add an ‘Activity Description’
Add ‘Activity Information’
Link a ‘Parent Activity’ with the current Activity
All the sub-activities appear beneath the Parent Activity within the activity table. A chevron associated with the Parent Activity enables you to hide and display and hide all the sub-activities.
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You can create Cascaded parent-child relationships by adding a sub-activity to a Parent Activity that is a sub-activity to another Parent Activity.
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You can remove a Parent Activity from a sub-activity from the Edit Activity pop-up.
5. Select the ‘Activity Status’
6. Fill out the Planned and Actual dates based on the schedule of the activity. These fields determine how timeline bars appear on the Activity Gantt Chart:
If both Start and End Dates are filled out, a horizontal timeline bar will appear on the Gantt Chart
If either the Start or End Date is filled out then a tick representing the date will appear on the Gantt Chart
The Baseline bar that showcases the duration between Planned Start Date and End Date will only appear if you click on the Display Baseline button
7. Add a ‘Location’ for the Activity
Additionally, Activities can be related to a Framework Objective, a Project Indicator, and/or a Contact by filling out the relevant field when creating an Activity.
The relevant record (e.g. a Contact record) must be created first before an Activity can be related to that record.
Once the relevant record is created, the User can click into the field (e.g. Contact) in the popup and select the record from the picklist that is displayed.
When you click into Framework Objective or Project Indicator lookup fields, only Framework Objectives and Project Indicators associated with the current Project are displayed in the dropdown list of choices.
When an activity belongs to an Implementation Plan related to a Framework you can only relate Framework Objectives that belong to that specific Framework to the Activity. Otherwise if an Implementation Plan is not linked to a specific Framework then you can relate any Framework Objective to the Activity
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8. When you click on the Save button, an activity will be created and success message will be displayed
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Edit an Activity in an Implementation Plan
To modify an Activity (for example, update its Status or mark the Actual End Date), you can double-click on the activity from the Activity Table. A pop-up will open up and you can edit the fields that appear on this popup.
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System Administrator Note: The fields in the popup are defined and can be customized using the EDIT_ACTIVITY_POPUP field set on the Activity__c object. |
For the Timeline bars of an Activity to display, the date fields must be populated.
If both the start and end date fields - either planned dates or actual dates - are populated, then a full bar spanning the entire timeline of the Activity will be displayed.
If only one of the Planned date fields (i.e. Planned_Start_Date__c or Planned_End_Date__c) is populated, then a grey tick mark will be displayed representing the populated date.
If only one of the Actual date fields (i.e. Planned_Start_Date__c or Planned_End_Date__c) is populated, then a blue tick mark will be displayed representing the populated date.
When you click on the Save button, the updated fields will be saved and a success message will be displayed
The color of the Planned timeline bar is Grey by default and the Actual timeline bar is Blue by default. However, if the System Administrator changes the colours assigned to these timeline bars then you will see them with the updated colors.
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To learn about how to customize colors of Activities Lightning Web Component to suit your organization’s branding, refer to the Amp Impact Installation Guide |
Remove an Activity from an Implementation Plan
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Once the Delete button has been clicked, a pop-up will appear, requesting you to confirm the removal of the Activity.
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After you confirm the removal of an Activity, the Activity is deleted and no longer displayed in the Activity Table. A success message displays to confirm the Activity’s deletion.
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System Administrator Note: To enable users to create this relationship between an Activity and a Project Objective, a Project Indicator, and/or a Contact, add the field(s) to the CREATE_NEW_ACTIVITY_POPUP and EDIT_ACTIVITY_POPUP field sets. |