Adding Activities/Tasks/Milestones

This function allows you to add work Activities to be included in the Schedule and performed over the duration of the Project. 

From the Main Project Page, click the “Add Activities” button to open the Activity Creation window. 

Enter “Activity ID”

• You will need to enter an unique Activity ID in the entry box. This ID will be how the Program distinguishes each Activity throughout the Project

Enter “Activity Description”

• You will need to enter an Activity Description in the entry box. This Description should give an indication of the work to be performed under the Activity
• There is a 48 character limit for each Description

Enter “Plan Duration”

• Users will need to enter a Planned Duration in the entry box
• The Planned Duration is the number of Working Days an Activity will take to complete
• A Planned Duration will be limited to no longer than 365 Working Days

Enter “Planned Total Man Hours”

• You will need to enter the Planned Total Man-Hours in the entry box (the value may be zero)
• The value entered in to this field is the total amount of hours of labor needed to complete the Activity

Enter “Planned Budget”

• You will need to enter a Planned Budget in the entry box (the value may be zero)
• The value entered in to this field is the total amount of dollars planned to be spent to complete the Activity

Select “Calendar”

• You will need to assign a Calendar to the Activity by selecting one from the drop down menu
• Calendars are created and edited using the Calendars functionality
• The Calendar assigned will be used in the calculation of the Activity’s Current & Planned Start & Finish Dates

Select “Activity Manager”

• You can assign an Activity Manager to the Activity by selecting one from the populated drop down menu
• A Schedule Administrator will define which Users are Activity Managers in the Users menu
• Activity Managers are not required
• The Activity Manager assigned will be responsible for entering and submitting the Field Updates for the Activity

Select “Activity Codes”

• You can assign Activity Codes to the Activity by selecting one from the drop down menu
• Activity Codes are created and edited using the Activity Code Menu
• Activity Code assignments are not required
• Activity Codes identify characteristics of the Activity or in some way categorize the Activity that allows filtering and ordering of activities within reports.

Developer's Tip: By checking the “Create Another” box, the User can enter multiple Activities in succession without leaving the Activity Creation window

Click “Submit” to save and publish the Activity to the Schedule