Projects and Activities : Project Overview : Activity Managed Projects

Activity Managed Projects

Activity managed projects contain activities with start and end dates. They can include prerequisite activities to ensure activities are completed in the proper sequence.

By enabling activity management for a project, you can:

*
*
*

When you are creating an activity managed project, you specify options that customize the project to your needs. The options apply to all activities in the project.

For example, you might have a project that has three activities that must be completed in order:

1
2
3
Project: Communicate with Suppliers

If you make activity 2 dependent on activity 1, the setting ensures activity 2 does not start until after activity 1 is completed.

Activities

An activity is any item that can be completed within a regular or activity managed project, such as:

*
*
*

An activity can be assigned to one or more contacts in your community, and can be added to regular projects and activity managed projects.

The screen shots emphasize the differences between activities for regular projects and activities for activity managed projects.

Regular Projects

Regular projects are ongoing, with no start or end dates. There is no Dependencies and Due Dates link.

Activities for regular projects display as shown:

Activity Managed Projects

Note the start and end dates associated with activity managed projects and the existence of the Dependencies and Due Dates link.

Activities for activity managed projects display as shown:

Activity Participants

After starting an activity, Active Community sends communications to the activity participants, which are the trading partners you selected to receive the survey or email message. For example:

*
In a regular project, if you create an activity to send an email reminder to all participants to update their profile, the email is sent when you click Start in the activity.
*
In an activity managed project, the activity is started when the project is started, or when the previous activity is complete.
Important: After an activity is started, you can add but not remove participants from it.

21.2 release. Updated April 7, 2021

OpenText Active Community User Guide PDF


Copyright © 2021 Open Text. All rights reserved.
Trademarks owned by Open Text.