PPM Activities

Specify the tasks the provider must perform to complete the work in the PPM Activities tab of the PPM Builder. Activities can include tasks, which serve as a more detailed breakdown of the work required. You can create activities without creating tasks.

You can add preexisting activities from PPM Activities or create new ones directly on this page. Additionally, remove activities that were previously added.

Add preexisting activities

Use activities that already exist to save time and ensure consistency across projects.

1. On the Activities tab, click Add activities.

2. Select one or more activities.

3. Click Select activities.
   

Create activities

Customize an activity for specific needs, such as unique installation steps.

1. On the Activities tab, click Create new activity.

2. Complete the following:

   • Name

   • Description

   • Notes

   • Reference number

   • Required skills

   • Estimated time to complete

   • Status

3. Click Save.

   The activity saves to the PPM.

Create tasks

After you save an activity, the Tasks section appears:

1. Click New.

2. On the New PPM task page, complete:

   • PPM task name

   • Required

   • Status

3. Click Save

   You're redirected to the Activities page in PPM Manager.

4. Click Save again.

Remove activities

If an activity is no longer relevant, remove it to keep the plan organized. This is helpful when the scope of the project changes.

1. On the Activities tab, select one or more activities.

2. Click Remove activities.