Adding Deliverables and Tasks to Activity Templates

For an activity template to be meaningful, each activity must have its own set of deliverables, which can be broken down further into tasks. Since EnterpriseTrack allows you to create multiple activity templates for an activity, you can define deliverables and tasks for each activity template.

Adding deliverables and tasks

Once the template has been created, you can continue to add the deliverables and tasks.

To add deliverables and tasks to an activity template:

1. Click the Application Configuration tab.
2. Click the Activity Templates link to view a list of all the existing activity templates.
3. Locate the template and click on its name. The Activity Template Explorer page is displayed.
4. Click the icon to view the contents of the template.
5. Add peer or child activities.
   1. Click the icon to add a peer activity. You can add gates, tollgates, deliverables, phases, and tasks to the activity template.
   2. Click the icon to add a child activity. You can add gates, tollgates, deliverables, phases, and tasks to the activity template.

      Note: You cannot add peer activities to a top level activity. However, you can add child or peer level activities to a child activity.

6.  Enter a name, sub type and description for this activity.
7. You can enter the number of estimated hours for this activity and this will be carried forward when the roadmap is used for a project. Projects Managers can check the available hours for each user and make sure it is in line with the estimated hours for an activity before assigning the deliverable.
8. Set the initial status, select which roles will be allowed to own this activity, and whether ownership should be enforced or not.
9. You can also choose tools that are associated with this activity. The system allows you to enter the names of tools that have not yet been uploaded into the Knowledge Base under Tool Templates. Click the Add link next to the All Available Tools field and enter a name in the pop-up dialog box.

   Note: You must upload this tool in the Knowledge Base.

10. Click the Save button to save your changes.

See Also

Working with Activity Templates

Creating Activity Templates

Editing Activity Templates

Copying Activity Templates

Deleting Activity Templates

Adding Dependencies between Activities

Editing Activities and Tasks