Insert Activities

Explanation

After the project structure is created, you should register the activities related to the subprojects. See About Activities for more information on activities. All cost and hours are accumulated on the activities, and cannot be assigned directly to a subproject.

Objects, for example tasks, work orders, document packages, and purchase orders can be connected to activities. These objects report progress, cost and hours to the activity based on the progress method and planned cost driver of the activity. If you wish, you can change the default progress method and the planned cost driver for your activities. In addition, resources can be allocated to activities. The committed and actual cost/hours of an activity can also be updated through IFS/Project Reporting.

You can also enter the number of workdays that is required to complete an activity in days. However, the system utilizes the pre-defined for hours per work day value to convert the days you enter into minutes, when performing a scheduling calculation or manually entering Early Start, Early Finish and/or Total Work Days. The early start, early finish, and total work days values are connected. If two values are given, the third one will be calculated based on these two, together with the working periods in the project’s calendar and the Hours per Work Day value. If the activity has both Actual Start and Actual Finish dates, the total work days cannot be manually updated.

You can use an activity class as a method of categorizing the activities of your project. An activity class can be assigned to more than one activity.
Example: The project has 50 activities that you wish to categorize according to the department that would be handling them. You can define an activity class called Departments, and then enter the names of the departments (Finance, Procurement, Sales etc.) as the values.

Prerequisites

System Effects

Window

Activity
Activities
Project Navigator/
Activity List
Project Navigator/Activity

Related Window Descriptions

Activity
Activities
Project Navigator/Activity List
Project Navigator/Activity

Procedure

  1. Open the Activity or Activities window and create a new record.
    Note: Alternatively, open the Project Navigator and query for the project ID. Select the sub project from the navigator and click the Activity or Activity List tab. You can create a new record  and continue from the 4th step in this case.
  2. Enter the project ID using the List of Values option or F8 is available.
  3. Enter the sub project ID using the List of Values option or F8 is available.
  4. Enter the activity ID.
  5. If the short name is left blank, the system will generate a short name for you. Note: Alternatively, click the Project Navigator/Activity/Details tab to enter a short name if you are in the Project Navigator/Activity tab.
  6. Enter an activity description, Early Start, and either an Early Finish date or the Total Work Days.
  7. Change the default planned cost driver and progress method of the activity if required.
  8. If an activity class should be assigned to the activity, enter the name and value in the Activity Classes tab. Note: An activity class cannot be assigned to an activity from the Activities window and Project Navigator/Activity List tab.
  9. Save the record.