Siebel Professional Services Automation Guide > Project Management > End-User Procedures for Project Management >

Creating Project Activities Manually

End users can also create activities without the aid of activity plans. The following procedure explains how to create activities from the Activities view tab in the Projects screen. Activities created in Tasks and Risks will also be visible in the Activities view in the Projects screen. For more information, see Adding Activities to a Task and Creating Risk Resolution Activities.

To create activities for a project manually

  1. Navigate to the Projects screen.
  2. From the visibility filter, select the appropriate view.
  3. Drill down on the Name field hyperlink for a selected project record to which the activities will be associated.
  4. Click the Activities view tab.
  5. In the Activities list, create a new record.
  6. Complete the necessary fields.

    Some fields are described in the following table.


    Planned Start

    Date and time when the activity is planned to start.

    Actual Start

    Date and time when the activity actually starts.


    General category of the activity. Defaults to a hyperlink with the value of Appointment. Clicking the hyperlink displays the Attachments view of the Activities screen, where the value of Type can be changed and additional activity characteristics can be specified.


    Brief note describing the activity.


    Date and time by which the activity should be completed.


    Current status of the activity.


    Importance of the activity.


    One or more employees assigned to finish the activity. Defaults to the User ID of the activity creator. This field is not displayed by default in the Service Activities view, but it can be displayed through the use of the Columns Displayed command or by clicking the Type hyperlink to navigate to the Activities screen.

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