Applications Administration Guide > Activities, Activity Plans, and Assessments >

About Activity Templates and Activity Plans

Activity templates are created by an administrator and are blueprints for sets of activities. Activity templates can be invoked by end users to create activity plans.

Activity plans are collections of activities that are created using the activity template. They are specific instances of activity templates that have been invoked by end users.

Each activity template is associated (through its Type value) with a certain business object. See Table 19 for a list of business object and screens that use activity templates.

In Activity Plans views, only activity templates that have been associated with the active business object can be invoked. For example, on the Opportunity screen, only templates for opportunity activities are visible. Selecting a template creates all the activities defined by that template.

When the activity plan is created from the activity template, activities are created based on the activity template details defined in the activity template.

Typically, the administrator sets up the activity templates, and the end users apply the activity templates to create their activity plans.


 Applications Administration Guide
 Published: 09 September 2004