Activities

The Activities tab in the PPM Builder defines the tasks that need to be completed by the provider to ensure the work is done. 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

1. On the Activities tab, click Add activities.

2. Select one or more activities.

3. Click Select activities.
   

Create activity

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

2. Complete:

   • Name

   • Description

   • Notes

   • Reference number

   • Required skills

   • Estimated time to complete

   • Status

3. Click Save.

   The activity saves to the PPM.

Create tasks

After saving 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

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

2. Click Remove activities.