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You can choose to enable/disable the creation of Milestones via the Lightning App Builder. Please contact your System Administrator if you’re unable to create a Milestone Activity. |
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.
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 |
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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.
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 or Planned End Date) 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 or Actual End Date) is populated, then a 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.
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The color of the Planned timeline bar is grey by default and the Actual timeline bar is blue by default. |
Remove an Activity from an Implementation Plan
To remove an Activity from an Implementation Plan (and delete the record), double-click on the relevant Activity and select “Delete”.
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
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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A few general considerations:
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 in the Activity row will bring up the Activity Edit pop-up.
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Activity Table in Experience Sites: The Activity records won’t be hyperlinked. Instead, users will be able to us the Activity Edit pop-up to modify Activity records. |
The following dates can be tracked for Tasks.
Planned Start Date
Planned End Date
Actual Start Date
Actual End Date
Due Date can be tracked for Milestones.
Based on these dates, the following formula fields are tracked:
Earliest start date: The start date associated with an Activity that happens first - the Planned Date or the Actual Date. For a Milestone Activity, it will be the due date.
Duration: The number of days tracked for an Activity based on the actual start and end dates.
View by Year, Month, Week
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.
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
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 Start Date” and “Planned End 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 Start Date” and “End Date” for all Activities to only display the Actual Dates.
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Toggle Critical Path On/Off
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.
The Critical Path displays the key Activities that need to be completed to make progress on the project. The “Display Critical Path” and “Hide Critical Path” buttons display and hide the Critical Path associated with the selected Implementation Plan.
The Critical Path will be automatically updated based on the status of tasks.
The Critical Path will be automatically re-calculated every time a task is modified.
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
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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The following changes affect the Activities page:
Add, edit, or delete operations on Indicators
Add, edit, or delete operations on Frameworks
Sort the Activity Table
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” 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” then those Activities will be sorted in order of alphabetically ascending Name value.
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Filter Activities
Filter Activities to display or modify specific parts of the project plan.
There are two ways to filter Activities:
Type Text in the Search Bar. This allows you to start typing text in the search bar to dynamically render matching Activity records.
Select Specific Field Values. Click on the “Show More Filters” button to expand the filter box. Select the relevant values to find the Activity records you need to view or modify. Unlike the Search Bar, this search filter is not dynamic and you need to click “Apply Filter” to render the Activities that match the filter criteria.
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To remove this filter, click on the “Clear Filter(s)” button. The criteria in all filters will become blank, and the Activity Table will reload to display all Activities.
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The System Administrator has the ability add additional fields in the search filter, so reach out if you require specific field values. |
Managing Activities through the Project
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Once your Activities and Milestones are set up, project teams typically have to manage Projects on an ongoing basis, updating Activity dates, progress, or other changes.
This section calls out the Activity elements that are typically updated as the Project progresses.
Activity Duration
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
Project managers typically need to track Activity dependencies throughout their projects. Amp Impact allows organizations to track four types of dependencies:
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
To create a dependency between two Activities in the Gantt chart, click on the leading Activity and drag the dependency arrow to the following Activity.
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Delete a Dependency
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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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.
Track Percent Completion
Mark progress for an Activity by filling in the timeline bar to indicate the percent completion.
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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you’re unable to create a Milestone Activity. |
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.
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.
| Info |
|---|
System Administrator Note: The fields in the popup are defined and can be customized using the |
| Warning |
|---|
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.
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 or Planned End Date) 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 or Actual End Date) is populated, then a 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.
| Info |
|---|
The color of the Planned timeline bar is grey by default and the Actual timeline bar is blue by default. |
Remove an Activity from an Implementation Plan
To remove an Activity from an Implementation Plan (and delete the record), double-click on the relevant Activity and select “Delete”.
...
Navigate the Activities Table
| Status | ||||
|---|---|---|---|---|
|
Now that your Activity Tasks and Milestones are created, you can view and manage them in the Activity Table.
Activity Table
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.
...
A few general considerations:
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 in the Activity row will bring up the Activity Edit pop-up.
| Info |
|---|
Activity Table in Experience Sites: The Activity records won’t be hyperlinked. Instead, users will be able to us the Activity Edit pop-up to modify Activity records. |
The following dates can be tracked for Tasks.
Planned Start Date
Planned End Date
Actual Start Date
Actual End Date
Due Date can be tracked for Milestones.
Based on these dates, the following formula fields are tracked:
Earliest start date: The start date associated with an Activity that happens first - the Planned Date or the Actual Date. For a Milestone Activity, it will be the due date.
Duration: The number of days tracked for an Activity based on the actual start and end dates.
View by Year, Month, Week
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.
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.
...
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.
...
The weekly view shows daily sub-columns within the weekly view of the Activity Gantt Chart.
...
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.
...
The visible fields can be modified - contact your System Administrator to modify the fields visible in the pop-up.
| Info |
|---|
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
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.
...
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 Start Date” and “Planned End Date” for all Activities and allows you to compare the Planned and Actual Dates.
...
Hide Baseline: This hides the timeline bars associated with “Planned Start Date” and “End Date” for all Activities to only display the Actual Dates.
...
Toggle Critical Path On/Off
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.
The Critical Path displays the key Activities that need to be completed to make progress on the project. The “Display Critical Path” and “Hide Critical Path” buttons display and hide the Critical Path associated with the selected Implementation Plan.
The Critical Path will be automatically updated based on the status of tasks.
The Critical Path will be automatically re-calculated every time a task is modified.
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
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.
...
The following changes affect the Activities page:
Add, edit, or delete operations on Indicators
Add, edit, or delete operations on Frameworks
Sort the Activity Table
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” so that Activities with earlier start dates (either planned or actual) are displayed above Activities with later start dates.
...
If multiple Activities have the same value in “Earliest Start Date” then those Activities will be sorted in order of alphabetically ascending Name value.
...
Filter Activities
Filter Activities to display or modify specific parts of the project plan.
There are two ways to filter Activities:
Type Text in the Search Bar. This allows you to start typing text in the search bar to dynamically render matching Activity records.
Select Specific Field Values. Click on the “Show More Filters” button to expand the filter box. Select the relevant values to find the Activity records you need to view or modify. Unlike the Search Bar, this search filter is not dynamic and you need to click “Apply Filter” to render the Activities that match the filter criteria.
...
To remove this filter, click on the “Clear Filter(s)” button. The criteria in all filters will become blank, and the Activity Table will reload to display all Activities.
| Info |
|---|
The System Administrator has the ability add additional fields in the search filter, so reach out if you require specific field values. |
...
Managing Activities through the Project
| Status | ||||
|---|---|---|---|---|
|
Once your Activities and Milestones are set up, project teams typically have to manage Projects on an ongoing basis, updating Activity dates, progress, or other changes.
This section calls out the Activity elements that are typically updated as the Project progresses.
Activity Duration
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.
...
Activity Dependencies
Project managers typically need to track Activity dependencies throughout their projects. Amp Impact allows organizations to track four types of dependencies:
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
To create a dependency between two Activities in the Gantt chart, click on the leading Activity and drag the dependency arrow to the following Activity.
...
Delete a Dependency
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.
...
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.
...
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.
Track Percent Completion
Mark progress for an Activity by filling in the timeline bar to indicate the percent completion.
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
...
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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