Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

  • The first column contains the list of Activities and Milestones for the Implementation Plan and can’t be moved around.

  • 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
    colourGreen
    titleORION (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.

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. . 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.

Status
colourGreen
titleORION (1.41)

  • 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.

...

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

...

Name value.

...

The downloaded Implementation Plan Excel sorts Activities based on the ‘Earliest Start Date’, aligning with the default sorting order of the Activity Table.

Status
colourGreen
titleOrion (1.41)

Filter Activities

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

...

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.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.

Status
colourGreen
titleOrion (1.41)

Track Percent Completion

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

...

Info

Note: An Implementation Plan can also be submitted and locked as a part of the “Submit and Lock” wizard.

Note

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.

...