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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 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” As of the Orion Release (v.1.41) The width of individual columns in the Activity Table by can be adjusted by simply dragging to fit more text within each column. Once adjusted, the table remembers the new layout, ensuring the same column widths are displayed when users navigate back to the Activity Table.
Status colour Green title ORION (1.41) 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 Activity Table will revert to its default column widths upon refresh or when a new activity is added or edited.
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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 |
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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.
...
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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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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in “Earliest Start Date” then those Activities will be sorted in order of alphabetically ascending Name value.
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The downloaded Implementation Plan Excel sorts Activities based on the ‘Earliest Start Date’, aligning with the default sorting order of the Activity Table.
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Filter Activities
Filter Activities to display or modify specific parts of the project plan.
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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.associated with the Activity will be updated to reflect new values.
When you drag and drop activities to easily reschedule them, the Activity table will maintain its scroll position, sort order, and column width.
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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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Lock an Implementation Plan
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When To lock an Implementation Plan is submitted and locked as a part of the “Submit and Lock” wizard, users , 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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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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