Open topic with left hand navigation

Creating Activities

You can manage the progress of tasks by manually creating an activity document, or allowing Proliance to automatically create the document.

To manually create an activity

  1. Open the Activities register.
  2. Click New to create a new activity document using the default template.

    3. — or —

    Click the arrow next to New to select the template to use. For more information, see "About Document Templates".

    A blank activity document appears. Some information may already be filled in, depending on the template used.

  3. In the Title field, type the a brief summary of the activity document.
  4. If you are going to perform a workflow action, enter the information required for this action. For more information, see "Activity Workflow Actions" for a list of preconditions for a specific action.
  5. Complete any additional required information. Headings marked with an asterisk (*) or highlighted fields are required. For more information, see "About Required Fields".
  6. Please refer to the following for more information on the fields for each page:
  7. Click Save.

    8. Proliance saves the activity document.

NOTE:

  • When you create an activity, it does not automatically create a task.
  • You can remove links to activity documents from schedules and tasks.

 

To enable Proliance to create the activity document

  1. In the Gantt view of the schedule, select a task.
  2. Click the Advanced tab.
  3. In the Activity Document Subtype field, select the document template.
  4. The linked activity displays in the Linked Activity field above the Schedule and Dates sections after you save and refresh the Gantt view.
  5. You can open the linked activity document by clicking Open beside the Linked Activity field.