Managing Activities

Creating an activity

1. On the Work Order details page, open the Input Plan menu.
2. Enter the activity name in the input field at the bottom of the Input Plan page.
3. Press Enter or click the + icon.
4. Make sure the activity has been created, then click it to open the activity form.
5. Complete the form as needed. Changes are saved automatically.
6. Click outside the form to close it.

Form fields

Field	Description	Requirement
Activity Name	Activity name.	Required.
Color	Activity background color.	Default: white.
Parent	The activity one level above it.	Required, except for the main activity.
Start Date	Activity start date.	Follows the Work Order or child activity start date. If the Work Order date is empty, this field is required.
End Date	Activity end date.	Follows the Work Order or child activity end date. If the Work Order date is empty, this field is required.
Duration	The period between the start and end dates.	Optional.
PIC	The person responsible for the activity.	Optional.
Weight Factor	Work weight as a percentage.	Required.
Incremental Plan	Total planned percentage for the selected week.	Optional.
Recovery Plan	The percentage planned for this week to recover progress below the Incremental Plan.	Optional.
Quantity Plan	A plan similar to the Incremental Plan, expressed in quantity units.	Required.
Predecessor	The scheduling relationship between activities used to form a Gantt Chart.	Optional.

Editing an activity

1. On the Input Plan page, click the activity you want to edit.
2. Update the data in the form. Changes are saved automatically.
3. Click outside the form to close it.

Deleting an activity

1. On the Input Plan page, click the activity you want to delete.
2. Click the action icon in the upper-right corner, then select Delete.
3. Click OK to delete the activity.

caution

Make sure you have selected the correct activity before confirming its deletion.

Finalize Activity

After an activity is finalized, its data cannot be changed. Make sure all data is correct before continuing.

1. On the Input Plan page, click the activity you want to finalize.
2. Click the action icon in the upper-right corner, then select Finalize Activity.
3. Click OK to confirm finalization.

caution

Finalization prevents the activity data from being changed again.