Creating an Activity for a Project

In this topic, you will learn how to create an activity within an internal project.

Steps:

1. Click the Main Menu button.

   Step 1

2. Click the Scroll Down button.

   Step 2

3. Click the Project Costing menu.

   Step 3

4. Click the Activity Definitions menu.

   Step 4

5. Click the General Information menu.

   Step 5

6. Click the Add a New Value tab.

   Step 6

7. Enter the desired information into the Business Unit field.

    

   Enter "USCIP".

   Step 7

8. Enter the desired information into the Project field. Enter

    a valid value
    e.g.
    "20000020"
   .
   Step 8

9. Click the Add button.

   Step 9

10. Use the General Information page to create an activity and assign it to a specific project.

    Step 10

11. Notice the Start Date and End Date have been imported from the project level. If the activity has differing dates, you could change them here.

    Step 11

12. If desired, or as determined, you can add additional timing details as well.

    Step 12

13. Enter the desired information into the Description field.

     

    Enter "Recruit Phil Robertson as Guest".

    Step 13

14. Enter the desired information into the Description field.

     

    Enter "Recruit Phil Robertson as Guest Speaker at Aiken Campus".

    Step 14

15. You must Save the activity prior to advancing to any other activity pages on this screen.

    Step 15

16. Click the Save button.

    Step 16

17. Notice that the Activity has been assigned an ID number.

    Step 17

18. Click the Definition tab.

    Step 18

19. Use the Definition page to select additional information regarding milestones, activity team, status,and options that control the transactions of the activity.

    Step 19

20. Click the Location tab.

    Step 20

21. Use the Location page to assign a physical location to this activity.

    Step 21

22. Use the Effective Date field to enter the date on which the location is scheduled to become available for the activity.

    Step 22

23. Enter the desired information into the Location Code field.

     

    Enter "920".

    Step 23

24. Click the Refresh button.

    Step 24

25. Notice that the location details have been loaded as a result of clicking the Refresh button.

    Step 25

26. Click the Attachments tab.

    Step 26

27. Use the Attachments page to attach invoices, project/activity documents, etc.

    Step 27

28. Click the Save button.

    Step 28

29. Click the Home link.

    Step 29

Congratulations, you have succesfully learned how to create an activity within an internal project.

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