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

Creating Project Activity Templates and Activities

You can create activity templates that provide the framework that is used to complete multistep tasks for your projects using the Application Administration screen's Activity Templates and Activity Template Details views. Typically, the administrator sets up the activity templates, and the end users apply the predefined templates to create their activity plans.

For more information on activity templates, associated activities, and activity assignment, see Applications Administration Guide.

To create an activity template for projects

  1. From the application-level menu, choose View > Site Map > Application Administration > Activity Templates.
  2. In the Activity Templates list, add a new record.
  3. In the Types field, select Project from the drop-down list.

    4. The Types field specifies where you want the template to be available.

  4. Complete the rest of the fields.

To create activities for the project activity template

  1. In the Activity Template list, select the project activity template, and click the Activity Template Details view tab.
  2. In the Activity Template details form, click New.
  3. In the Type field, choose an activity type.

    4. For example, for a project-related activity type, you might choose Project - Design, Project - Deployment, or Project - Management.

  4. Complete the remaining fields.

    5. For more information about activity templates and field descriptions, see Applications Administration Guide.


 Siebel Employee Relationship Management Administration Guide 
 Published: 18 April 2003