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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.

This task is a step in Process of Setting Up Siebel Projects.

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 link in the Name field.
3. Click the Activity Plans view tab, and in the Activity Plans list, create a new record.

   The Planned Start field is automatically populated with a default date and time. You can change these values if desired.

4. In the Template field, select the activity template, and save the record.

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

To add an activity to the activity plan

1. Navigate to the Projects screen.
2. In the Projects list, select the project, and then click the link in the Name field.
3. Click the Activity Plans view tab, and in the Activity Plans list, select the Activity Plan.
4. In the Activities list, click new, and complete the fields for the new activity.