Associating Activity Plans with Agreements

When you associate an activity plan with an agreement, the activities in that activity plan are automatically associated with the agreement.

To associate an activity plan with an agreement

1. Navigate to the Agreements screen, then the List view.

2. Drill down on the Name field for a selected agreement, and click the Activity Plans view tab.

3. Create a new activity plan record, and complete the fields as appropriate.

4. In the More Info view, select Lock to prevent Assignment Manager from assigning activities that are already in this activity plan.