Adding a New Activity or Task

You can add child or peer activities to an existing roadmap from the project Roadmap page.

Adding a Child Activity

  1. Navigate to (Project #) Go To > Roadmap page of your project.
  2. Select the level below which you want to add a new child activity and press the Ctrl + Insert keys on your keyboard, or click the Add Child button, or from the Actions column select New > Child Activity. You can select the type of activity (e.g. Add Tollgate or Add Task) by clicking the sub-menu selector button.
  3. Enter a name for the task.
  4. Click on the Calendar icon to enter the start and end dates.
  5. You can also assign dependencies by typing the predecessor task number in the Predecessors column. The predecessor column is available only if the Activity Type underlying the activity you are creating has dependencies available.
  6. To assign resources, click on the button to view the resource pop-up list. This pop-up shows a list of resources already on the Project Team. From this pop-up you can add a new resource to this activity and also to the Project Team. To do this, select the Project Role you want the new resource to take on. Then the pull-down will show the list of resources in the system that can take on this project role. You can also do a type-ahead in the resource pull-down box. Enter the last name of the resource and a list of matching resources will be shown, click on selected resource and on the Assigned checkbox. You can also filter resources based on availability by clicking the Filter button. You can select multiple resources and also enter the plan availability. Click on the button to hold your changes in the resource pop-up while you are entering values on other fields. You must click the Save icon to save your changes.
  7. Click the Save button to add an activity or task.
  8. You can add additional details like dates, finances, resources, documents, etc using the Activity Details dialog (Actions > View Details or Edit Details).

Adding a Peer Activity

  1. Navigate to the (Project #) Go To > Roadmap page of your project.
  2. Select the level at which you want to add a new peer activity and press the Ctrl key on your keyboard, or click the Add Peer  button, or from the Actions column select New > Peer Activity). You can select the type of activity (e.g. Add Tollgate or Add Task) by clicking the sub-menu selector button.
  3. Enter a name for the task or activity.
  4. Click on the Calendar icon to enter the start and end dates.
  5. You can also assign dependencies by typing the predecessor task number in the Predecessors column. The predecessor column is available only if the Activity Type underlying the activity you are creating has dependencies available.
  6. To assign resources, click on the button to view the resource pop-up list. This pop-up shows a list of resources already on the Project Team. From this pop-up you can add a new resource to this activity and also to the Project Team. To do this, select the Project Role you want the new resource to take on. Then the pull-down will show the list of resources in the system that can take on this project role. You can also do a type-ahead in the resource pull-down box. Enter the last name of the resource and a list of matching resources will be shown, click on selected resource and on the Assigned checkbox. You can also filter resources based on availability by clicking the Filter button. You can select multiple resources and also enter the plan availability. Click on the button to hold your changes in the resource pop-up while you are entering values on other fields. You must click the Save icon to save your changes.
  7. Click the Save button to add an activity or task.
  8. You can add additional details like dates, finances, resources, documents, etc using the Activity Details dialog (Actions > View Details or Edit Details).

    Notes:

    • The start date can be any date after the project start date. If a roadmap start date was selected, the task start date defaults to the roadmap start date, and has to be after this date.
    • The due date should after the start date and before the phase due date. If a roadmap due date was selected, the task due date defaults to the roadmap due date, and has to be before this date.

Field

Description

Activity Name (Tollgate, Task, Deliverable, etc.)

Enter a name for this activity.

Milestone

Check the box if the activity is a milestone activity. You can also select if the activity is a key milestone activity.

Task Type (Only displayed if the activity is a Task.)

The task type, for example: Analysis Tool, General, Control Plan, etc.

Deliverable % Completion

Choose how the deliverable completion should be calculated. You can choose from the following options: Duration-Based, Effort-Based, Count-Based Immediate Children, Count-based All Children, Physical, and Manual.

Duration-Based % Completion

Choose how the duration-based completions should be calculated. You can choose from the following options: Actual VS Planned Duration-Self, Actual VS Planned Duration-ImmediateChildren, Actual VS Planned Duration-AllChildren, and Manual/External.

Effort-Based % Completion

Choose how the effort-based completions should be calculated. You can choose from the following options: Actual VS Planned Duration-Self, Actual VS Planned Duration-ImmediateChildren, Actual VS Planned Duration-AllChildren, and Manual/External.

Physical % Completion

Select the physical % completion (Manual/External)

Open Items

Enter the open items.

Enforce Resources

Select if you want to enforce assigning resources to this activity.

All Resources Required (Only enabled if you selected Yes on Enforce Resources.)

Select if all resources are required to complete this activity. If you select Yes, then all resource roles that you select in the next field Mandatory Resources must be assigned from the Resources tab.

Preferred Resources (Displays only if you selected No on Enforce Resources.)

From the list, select the type of preferred resources for this task. You can check the Select All/None box to select or deselect all resource types in the list. If you select preferred resources, the system allows you to choose resources from the Resources tab that match the preferred resource type (e.g. Finance Representative, Project Sponsor etc.) you select here.

Approvers can modify Activity Status

Select if an approver can close or complete an activity.

Enforce Approvals

Select if you want to enforce approvals to this tollgate. If you select Yes, you cannot complete the tollgate unless you have received approvals.

All Approvers Required (Enabled if you chose Yes on Enforce Approvals.)

Select if all approvals are required. If you select No, you can complete the tollgate even if you have not received all approvals.

Preferred Approvers

Select the type of preferred approvers from the list. You can check the Select All/None box to select or deselect all approver types in the list.

Labor Expense Type

From the drop-down list, select a Labor Expense Type. The choices you see are set by your Administrator.

Fixed

Enter the Plan and Actual fixed costs for this activity.

Material

Enter the Plan and Actual material costs for this activity.

Other

Enter other costs associated with this activity.

Allow Activity to be Marked Not Applicable

Select Yes or No.

Comments

Enter any comments associated with this activity.

Open Items

Enter any open items associated with this activity.

Related Topics

Working with Project Activities

Assigning Resources to an Activity or Task

Adding a Document to a Roadmap or Task

Working with Project Dependencies

Working with Project Status Indicators

Working with Resource Effort Distribution

Working with Efforts and Dates

About Effort Types

Viewing Finances for an Activity

Modifying an Activity or Task

Activity Approvals

Completing an Activity


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Last Published Thursday, December 01, 2016