Setting Up Activity Tracking

This topic gives you an overview of the steps involved in setting up activity tracking for the administrative actions that are required during the application process.

  1. Set up activity statuses, if desired, and review system statuses.

    See Setting Up Activity Statuses.

  2. Set up activities.

    See Setting Up Activities.

  3. Define activity groups.

    See Setting Up Activity Groups.

  4. Add activities to the groups, and configure the activity rules that are used to calculate due dates of tasks.

    See Defining Planning Application Activity Rules.

  5. Assign the activity group to the planning application type.

    See Setting Up Planning Application Types.