Page Comparison

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Activities & Milestones in Amp Impact

Once you created the Implementation Plan, you can start adding Activities to track project progress. An Activity is a set task performed under an Implementation Plan. There are two Two types of activities that Activities can be added to an implementation planImplementation Plan: tasks Tasks and milestones Milestones. While the Implementation Plan record creates the structure of the project plan, Tasks and Milestones track the granular tasks activities that need to be done through throughout the life of the project.

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Add/Edit/Remove Activities in an Implementation Plan

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Add a Task Activity to the Activity Table

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1. Navigate to the “Activities” or , “Project Plan”, or similar section of your Project and select an Implementation Plan from the (or multiple Implementation Plans) from the picklist. Click on “Add New Activity” and then click on the “Create Task” option to add a Task
   Activity to an implementation planImplementation Plan.

   

2. Fill out the details for the Activity record, including such as the “Activity Name”, “Type”, “Description”, “Activity Information”, “Parent Activity”, “Location” and “Status”.

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3. Filling out the “Parent Activity” field allows you to build a hierarchy of Activities to track related Activities:.

   1. 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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   2. To add a child activity right click on the parent activity and then click on “Add Child Task”

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      c. To remove parent-child relationships, navigate to the Edit Activity popup click on “Edit” for the child Activity and remove the parent relationship.

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4. 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: 

   1. If both Start and End Dates are filled out, a horizontal timeline bar will appear on the Gantt Chart;

   2. If either the Start or End Date is filled out then a tick representing the date will appear on the Gantt Chart; .

5. 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.

6. To track any stakeholders who are responsible to complete for completing or contribute 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.

7. 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.

   1. Only Framework Objectives and Project Indicators associated with the current Project are displayed in the dropdown list picklist of options.

   2. 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.

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8. Click “Save” to create the Activity record.

7. When you click on the Save button, an Activity will be created and a success message will be displayed.

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Add a Milestone Activity to the Activity Table

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1. Click on “Add New Activity” and then click on the “Create Milestone” option to add a Milestone
   Activity to an implementation plan.<Add Image>

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2. Fill in the and Name field as it is required for the milestone activity to save successfully. Optionally, you can also:

   1. Add an ‘Activity Description’

   2. Link a ‘Parent Activity’ based on the information mentioned in the previous section

   3. Select a ‘Status’ for the Activity - Open/Closed

   4. Link a ‘Disbursement’ to the Activity

   5. Specify a ‘Due Date’ for the Milestone Activity

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1. out the details for the Milestone Activity and click on “Save” to create the record.

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2. Filling out the “Parent Activity” field allows you to build a hierarchy.
   a. To add a child milestone activity right click on the parent activity and then click on “Add Child Milestone”

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   To remove Parent-Child relationships, click on “Edit” for the child Activity and remove the parent relationship.

Edit an Activity in an Implementation Plan

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Edit an Activity in an Implementation Plan

1. To modify an Activity (for example, update its

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1. “Status” or mark the

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1. “Actual End

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1. Date”), simply 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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Need to display the Timeline bars for Activities in the Gantt Chart? Make sure the following is filled out:

• If both the Start and End Date fields (Planned 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 mark will be displayed representing the populated date. 

• If only one of the Actual Date fields (i.e. Actual _ Start _ Date __c or Actual _ End _ Date__c) is populated, then a bluemark blue 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 at the top.

Remove an Activity from an Implementation Plan

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1. To remove an Activity from an Implementation Plan (and delete the record), double-click on the relevant Activity

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Click delete and confirm the deletion of the Activity. 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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1. and select “Delete”.

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Navigate the Activities Table

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Now that your Activity Tasks and Milestones are created, you can view and manage them in the Activity Table.

Activity Table

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Below is an example of an Below is an example of an Activity Table with Parent and Child Tasks, a Milestone Activity (indicated by the diamond), and blue bars indicating the Start and End Dates of the Activities.

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• The following dates can be tracked per Activity:for Tasks.

  • Planned start dateStart Date

  • Planned end dateEnd Date

  • Actual start dateStart Date

  • Actual end dateEnd Date

• Due Date

  (Milestone)

  can be tracked for Milestones.

Based on these dates, the following formula fields are tracked:

1. Earliest start date: The start date associated with an Activity that happens first - the planned date Planned Date or the actual dateActual Date. For a Milestone Activity, it will be the due date.

2. Duration: The number of days tracked for an Activity based on the actual start and end dates.  

View by Year, Month, Week 

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The “View By” toggle The “View By” toggle feature offers flexibility in terms of how you can view the Activity Gantt Chart. This toggle can be used to view Activities in Year, Month, and Week views. By default, the Activity Table displays the Year view.

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Activity Info Pop-Up

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Hovering over any of the Activities in the Activity Table brings up an information pop-up with details about that Activity.

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The visible fields can be modified - contact your System Administrator to modify the fields visible in the pop-up.

View Activities across Multiple Implementation Plans

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For some projects it makes sense to view the Activities and Milestones for multiple Implementation Plans. Simply select the relevant Implementation Plans from the multi-select dropdown picklist. All the Activities from the Implementation Plans that you have selected displays in the Activity Table. 

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Toggle Baseline On/Off

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The “Baseline” refers to the The yearly view shows monthly sub-columns. Adjust the Start Date/End Date of an activity from the Gantt chart to the starting of the month in the yearly view.

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The monthly view shows weekly sub-columns. Adjust the Start Date/End Date of an activity from the Gantt chart only to starting of a week in the month view. If an exact date needs to be set, toggle to weekly view.

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The weekly view shows daily sub-columns within the weekly view of the Activity Gantt Chart.

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Activity Info Pop-Up

Hovering over any of the Activities in the Activity Table brings up an information pop-up with details about that Activity.

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The visible fields can be modified - contact your System Administrator to modify the fields visible in the pop-up.

View Activities across Multiple Implementation Plans

For some projects, it makes sense to view the Activities and Milestones for multiple Implementation Plans. Simply select the relevant Implementation Plans from the multi-select dropdown picklist. All the Activities from the Implementation Plans that you have selected displays in the Activity Table. 

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Toggle Baseline On/Off

The “Baseline” refers to the grey bars that indicate the Planned Start and End Dates. Milestone Activities do not have baseline values associated with them.

• Display Baseline: This shows the timeline bars associated with Planned “Planned Start dateDate” and Planned “Planned End date Date” for all Activities and allows you to compare the Planned and Actual Dates.

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• Hide Baseline: This hides the timeline bars associated with Planned “Planned Start Date Date” and End Date “End Date” for all Activities to only display the Actual Dates.

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Toggle Critical Path On/Off

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Critical Path is an Activity or a set of Activities within an Implementation Plan that must start and finish on time to ensure that the project ends on schedule. If the Critical Path gets delayed the entire project gets delayed. Critical Path also determines the shortest time a project can take to complete. 

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• Display Critical Path: Click on the “Display Critical Path” button to highlight in the Critical Path Activities in the Activities Gantt chart.

  

• Hide Critical Path: Click on the “Hide Critical Path” button to remove the highlighting of the Critical Path Activities.

  

Refresh when Updates on Relevant Pages affect Activities

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Changes (add, edit, delete) to records that are related to Activities trigger a refresh banner to prompt the logged in user to refresh the page to see the latest data. The page can be refreshed to display the latest updates by clicking on the ‘refresh’ button located to the right of the ‘Display Critical Path’ button.

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1. Add, edit, or delete operations on Indicators

2. Add, edit, or delete operations on Frameworks

Sort the Activity Table

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Users can click on any of the columns to sort the list of Activities. By default, the Activity Table is sorted in ascending order for Earliest_Start_Date__c “Earliest Start Date” so that Activities with earlier start dates (either planned or actual) are displayed above Activities with later start dates.

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If multiple Activities have the same value in Earliest_Start_Date__c, “Earliest Start Date” then those Activities will be sorted in order of alphabetically ascending Name value.

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Filter Activities

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Filter Activities to display or modify specific parts of the project plan.

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This section calls out the Activity elements that are typically updated as the Project progresses.

Activity Duration

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The duration of an Activity is the number of days between the Actual Start Date and Actual End Date. You can also view the duration of an Activity as the length of the Activity timeline bar on the Gantt Chart. 

For Activities that start and end on the same date, the duration value equals to 1 day. If an Activity has a Start Date but no End Date, the duration value equals to 0. 

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Activity Dependencies

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Project managers typically need to track Activity dependencies through throughout their projects. Amp Impact allows organizations to track four types of dependencies:

1. Start to start: This type of dependency between two activities indicates that one Activity can only start after the other one starts.

   

2. Start to finish: This type of dependency between two activities indicates that one Activity can only finish after the other one starts.

   

3. Finish to start: This type of dependency between two activities indicates that one Activity can only start after the other one finishes.

   

4. Finish to finish: This type of dependency between two activities indicates that one Activity can only finish after the other one finishes.

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Add a Dependency

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Delete a dependency in the Gantt chart by double-clicking on the relevant dependency link and clicking on the “Delete” button in the confirmation popup.

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Dependency type cannot be updated once a dependency is created. Instead, delete the Activity dependency and create a new dependency to represent a different dependency type.

Drag and Drop Rescheduling

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Drag and Drop Rescheduling

Click on the Activity’s timeline bar within the Gantt Chart and drag horizontally drag it to a new place in the Implementation Plan’s timeline to reschedule. You can only drag and drop activities according to the vertical lines available on the Gantt Chart. Therefore, in the View by Year filter, it would only be possible to reschedule to the first of any given month. If you want more granular control over rescheduling you would have to toggle to View by Month or View by Week mode. 

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When you drag and drop activities to easily reschedule them, the Actual Start Date and Actual End Date associated with the Activity will be updated to reflect new values.

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Date associated with the Activity will be updated to reflect new values.

Track Percent Completion

Mark progress for an Activity by filling in the timeline bar to indicate the percent completion.

1. You can define the Percent Complete field for an Activity directly from the Gantt chart by hovering on top of an Activity, clicking, and dragging the slider that appears to the appropriate value

2. You can also add the Percent Complete field to the Edit/Create Activity  pop-ups and set the value while creating or editing an Activity

3. The Percent Complete value is displayed on an Activity within the Gantt chart in the form of a progress text that appears on the timeline bar. Additionally, if there is a Percent Complete value, a portion of the timeline bar would have a darker color as opposed to the default color

4. By default, all activities have a Percent Complete value of 0

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Lock an Implementation Plan

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colour Purple title Lightning Web Component

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Mark progress for an Activity by filling in the timeline bar to indicate the percent completion.

1. You can define the Percent Complete field for an Activity directly from the Gantt chart by hovering on top of an Activity, clicking, and dragging the slider that appears to the appropriate value

2. You can also add the Percent Complete field to the Edit/Create Activity  pop-ups and set the value while creating or editing an Activity

3. The Percent Complete value is displayed on an Activity within the Gantt chart in the form of a progress text that appears on the timeline bar. Additionally, if there is a Percent Complete value, a portion of the timeline bar would have a darker color as opposed to the default color

4. By default, all activities have a Percent Complete value of 0

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To lock an Implementation Plan, set the “Implementation Locked” field to TRUE. Users will not be able to add, edit or delete any Activities via the activities LWC.

1. The text “(Locked)” will be added after the “Implementation Plan Name” on the picklist on

2. The following buttons will be disabled:

   1. “Add New Activity”

3. Users will not view options to “Edit”, “Delete”, “Add Child task”, “Add Child Milestone” on the right click on an individual Activity

4. Users will not be able to edit Activities via the Gantt Chart. The chart will be rendered read only. Users can still hover over the Activities/Gantt Chart to view related information about the particular Activity

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