Siebel Employee Relationship Management Administration Guide > Setting Up Siebel Projects >

Creating a Project Activity Plan (End User)

When you select an activity plan template using the Activity Plans view, the template's corresponding activities automatically appear in the Activities view.

To create an activity plan with activities

  1. Navigate to the Projects screen.
  2. In the Projects list, select the project, and then click the Activity Plans view tab.
  3. In the Activity Plans list, create a new record.

    4. The Planned Start field is automatically populated with a default date and time. Change these values if desired.

  4. In the Template field, select the activity template.

    5. To appear in the template list, the activity template type must be set to project. For more information, see Creating Project Activity Templates and Activities.

  5. In the Activity Plans list, click Save, and then click the Activities view tab to review activities associated with the activity plan template.

 Siebel Employee Relationship Management Administration Guide 
 Published: 18 April 2003