Standard Activities (tppdm1110m000)

Use this session to create and maintain standard project-related activities for which default values have been defined.

Note: You can use this session to maintain a library of standard activities. These can be copied to specific activities in the Requirements Planning module.

Field Information

General

Activity

The code that identifies the standard activity.

Description

The description or name of the code.

Search Key

The search key for the activity.

Activity Type

A activity structure can contain multiple levels of activities so as to subdivide the project scope into manageable packages of work. For this reason, the contents of the activity in the activity structure can differ. Other types of activities are often implicated, depending on their place in the activity structure.

Allowed values

WBS Element: A type of activity usually used to break down the project scope into smaller pieces. You can define work for a work-break-down structure element. You can aggregate the costs from control accounts or work packages. You cannot book costs on this activity type.
Control Account: The only type of activity that can be linked to an organization breakdown structure. At this level functional responsibility for work and costs can be assigned. You can detail control accounts using work packages.
Planning Package: Planning packages are identified during planning to time phase major activities within a control account. You cannot have a bottom-up budget or book costs on this activity type.
Work Package: A type of activity. You can detail short-span jobs in work packages and use it for the execution of a project.
Milestone: An activity of zero duration that usually represents a significant event in the project. In many cases the completion of a phase or a major deliverable. Milestones can be used for the moment of invoicing and the calculation of earned value.

Unit

The unit of measure appropriate to the activity for quantity.

Description

The description or name of the code.

Time Unit

The time unit appropriate to the activity for duration.

Critical Capacity Type

Indicates which of the cost types is the critical one for the delivery of this activity.

Allowed values

Labor
Materials
Not Applicable
Equipment
Subcontracting
Sundry Costs

Earned Value Method

The type of earned value method determines how budget amounts are to be released in the time-phased budget.

Allowed values

Milestone

milestone

Start and End Percentage

start and end date percentage

Percent Complete

percentage completed

Level of Effort

level of effort

Apportioned

apportion

Start Percentage

The percentage value assigned to the start point of the activity. At the start of the activity, a specified percentage of the project activity can be considered as earned value. The sum of the start and end percentage must be 100%.

Note: This field is enabled only if the status of the Earned Value Method is set to Start and End Percentage. The percentage is used as the default for the To use earned value related data as part of the time phased budget.

End Percentage

The percentage value assigned to the end point of the activity. The sum of the start and end percentage must be 100%.

Note: This field is enabled only when the Earned Value Method is set to Start and End Percentage.

Milestone Percentage

The milestone percentage of the activity.

Note: This field is enabled only when the Activity Type is Milestone. The sum of all the Milestone Percentages linked to the activity must be 100%.

Text

If this check box is selected, the current activity has an associated text, which you can access by clicking the Text button.

Control

Production Rate

The expected rate of production for this activity. This is expressed in the number of production units per time unit.

Physical Progress Level

The default level at which you want to record progress against this activity.

Allowed values

Activity: The project progress is recorded at the activity level.
Activity / Control Code: The project progress is recorded at the activity or control code level.
Not Applicable: The project progress registration is not applicable for the selected activity.

Invoicing Details

Progress based Invoicing

Indicates how the current activity must be invoiced.

Allowed values

Yes: The current element is invoiced based on the physical progress.
No: The current element is not invoiced based on the physical progress.
Project Physical Progress: The current element is invoiced based on the physical progress of the project.
Not Applicable: The progress based invoicing for the current element is not applicable.

Progress for Invoice

Indicates the type of work that makes up the activity.

Allowed values

Direct: The element is linked directly to the project structure.
Indirect: The element is linked indirectly to the project structure.
Not Applicable: The element is not linked to the project structure.

Note:

This value is based on the value of the Progress based Invoicing field.

If the Progress based Invoicing is set to:

Yes, the Direct and Indirect values are enabled.
No, Direct and Not Applicable values are enabled.

To be Settled

If this check box is selected, additional work relating to this activity can be settled. This applies only where the invoicing method is Progress Invoice and the work is Direct.

Note: This check box is enabled only if the Progress based Invoicing field is set to Yes.

Billable

If this check box is selected, the selected activity can be invoiced to the customer.

Service

Reference Activity

The reference activity.

Note:

The reference activity data can be defaulted to the Activities session.
Only reference activities of the type, General and Field Service are applicable for the standard activity.

Description

The description or name of the code.

Frequency

The number of times a reference activity occurs as a part of project activity.

Apply Frequency to

The method in which the frequency of a reference activity as part of the project activity must be used:

Allowed values

Multiply Quantity: Indicates that the frequency is applied as a multiplier of the quantities of the reference activity.
Not Applicable
Create Service Order Activity: Indicates that additional service activities must be created.
Create Service Order: Indicates that a service order must be created.