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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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Activities & Milestones in Amp Impact
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As with some of the other features, Amp Impact comes with two options for displaying and managing Activities & Milestones in the Activities Table: Aura and Lightning Web Components. Depending on which option your organization uses, the interface will be slightly different. In this guide, we only focus on Lightning Web Components. Check with your System Administrator if you’re unsure which option you are using, or need additional guidance. |
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View planned and actual timeline of Activities |
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View Activities by Year, Month and Week |
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Create Child Activities |
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View Activities from multiple Implementation Plans |
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Add Milestone Activities |
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Activity Dependencies |
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Drag and Drop Rescheduling of Activities |
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Track Percent Completion of Activities |
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Display Critical Path |
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Add/Edit/Remove Activities in an Implementation Plan
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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.
To add a child activity right click on the parent activity and then click on “Add Child Task”
Status colour Purple title Kalausi onwards 
c. 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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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. |
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When user does not have access Create permission on Activity, an error message saying "Something went wrong: Object not insertable by the user.” will be shown when user tries to save the task. |
Add a Milestone Activity to the Activity Table
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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.
Filling out the “Parent Activity” field allows you to build a hierarchy. To remove Parent-Child relationships, click on
a. To add a child milestone activity right click on the parent activity and then click on “Add Child Milestone”Status colour Purple title Kalausi onwards To remove Parent-Child relationships, click on “Edit” for the child Activity and remove the parent relationship.
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System Administrator Note: The fields in the popup are defined and can be customized using the |
Edit an Activity in an Implementation Plan
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When user does not have access Create permission on Activity, an error message saying "Something went wrong: Object not insertable by the user.” will be shown when user tries to save the milestone |
Edit an Activity in an Implementation Plan
To modify an Activity (for example, update its “Status” or mark the “Actual End 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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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
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.
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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.
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For both the Planned and Actual fields, if the Start Date is empty and the End Date has a value or vice-versa then both the Start Date and End Date will be populated with the non-null value on the info pop-up. However, the Activity record will be created so that the empty field will have no value. |
View Activities across Multiple Implementation Plans
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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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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
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
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
By default, all activities have a Percent Complete value of 0
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Complete value, a portion of the timeline bar would have a darker color as opposed to the default color
By default, all activities have a Percent Complete value of 0
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Lock an Implementation Plan
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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.
The text “(Locked)” will be added after the “Implementation Plan Name” on the picklist on
The following buttons will be disabled:
“Add New Activity”
Users will not view options to “Edit”, “Delete”, “Add Child task”, “Add Child Milestone” on the right click on an individual Activity
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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Note: An Implementation Plan can also be submitted and locked as a part of the “Submit and Lock” wizard. |
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System Admin Note: When the “Override Locked Implementation Plan ” custom permission is assigned to a user they can make edits to the Activities/Milestones even if activities LWC has been locked. Read more here. |
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