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Trying to add Activities or Milestones to your Project Plan? Make sure you created an Implementation Plan (or used the Project Setup Wizard to create an Implementation Plan) first before adding Activities. |
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Navigate to the “Activities”, “Project Plan”, or similar section of your Project and select an Implementation Plan (or multiple Implementation Plans) from the picklist. Click on “Add New Activity” and then click on the “Create Task” option to add a Task to an Implementation Plan.
Fill out the details for the Activity record, such as the “Activity Name”, “Type”, “Description”, “Activity Information”, “Location” and “Status”.
Filling out the “Parent Activity” field allows you to build a hierarchy of Activities to track related Activities.
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.
Alternatively if “Parent Activities” have been created, then, to create a child Activity, right-click on the Parent Activity and select “Add Child Task” and fill out the details in the pop-up.
To remove parent-child relationships, click on “Edit” for the child Activity and remove the parent relationship.
The date values in the “Planned Start Date” and “Planned End Date” as well as the “Actual Start Date” and “Actual End Date” fields determine how the 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 “Planned End Date” will only appear if you click on the “Display Baseline” button. Refer to the Edit Activity section for more details.
To track any stakeholders who are responsible for completing or contributing to an Activity, fill out the “Contact” field. Organizations often rename this field to something like “Responsible” but this relationship essentially tracks people related to Activities. Note that the relevant record (e.g. a Contact record) must be created first before an Activity can be related to that record.
Activities can be related to multiple Project Indicators and Framework Objectives. This allows organizations to track their progress toward their goals and helps them track how the Project Activities will ultimately contribute to their impact.
Only Framework Objectives and Project Indicators associated with the current Project are displayed in the picklist of options.
Framework Objective options are limited to the Framework related to your Implementation Plan record. However, if no Framework is related to the Implementation Plan level, all the Objectives in your system will be available.
Click “Save” to create the Activity record.
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Click on “Add New Activity” and then click on the “Create Milestone” option to add a Milestone
Activity to an implementation plan.
Fill out the details for the Milestone Activity and click on “Save” to create the record.
To create a child Milestone, right-click on the Activity and select “Add Child Milestone” and fill out the details.
Filling out the “Parent Activity” field allows you to build a hierarchy. To remove Parent-Child relationships, click on “Edit” for the child Activity and remove the parent relationship.
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To modify an Activity (for example, update its “Status” or mark the “Actual End Date”), simply right-click or double-click on the Activity from the Activity Table and select “Edit” on the Activity from the Activity Table. A pop-up will open up where fields can be modified.
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To remove an Activity from an Implementation Plan (and delete the record),right-click or double-click on the relevant Activity and select “Delete”.
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The first column contains the list of Activities and Milestones for the Implementation Plan and can’t be moved around.
Each Activity record is hyperlinked and clicking on the hyperlink will open the Activity record in a new tab whereas double-clicking or right-clicking in the Activity row will bring up the Activity Edit pop-up.
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Start to start: This type of dependency between two activities indicates that one Activity can only start after the other one starts.
Start to finish: This type of dependency between two activities indicates that one Activity can only finish after the other one starts.
Finish to start: This type of dependency between two activities indicates that one Activity can only start after the other one finishes.
Finish to finish: This type of dependency between two activities indicates that one Activity can only finish after the other one finishes.
Add a Dependency
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