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Creating Activities Using Activity Plans

Activity plans provide a set of prebuilt best practice templates that create a collection of activities in a logical order based on the start date specified. The following procedure explains how to create activities using activity plans.

To create activities using activity plans

  1. Navigate to the Projects screen.
  2. From the Show drop-down list, select the appropriate view.
  3. In the Projects list, select the project with which the activities will be associated.
  4. Click the Activity Plans view tab.
  5. In the Activity Plans list, add a new record.
  6. Select an activity plan template from the Template drop-down list.
  7. The activities associated with the activity plan appear in the Activities list subview. For information about creating activity plans, see Siebel Applications Administration Guide. For more information about using activity plans, see Siebel Call Center User Guide.

 Siebel Professional Services Automation Guide 
 Published: 18 April 2003