Settings regarding activity nodes
1) End date requirements
All activities must have a start date and they can also have an end date. You can make it mandatory with an end date for activities. This affects all activities that are in your model.
If there are already activities that do not have an end date when this setting is activated, an end date will be required the next time the activity changes.
2) Activate reconciliation date for activities
If the time span for the activity is long, it can be good to have the opportunity to set a reconciliation date. This affects all activities that are in your model. When the reconciliation date is activated, a new field appears in the Activities' Change window which allows you to set a reconciliation date aswell as giving it a description and if it is a one time thing or a reccuring reconciliation.
You can add any number of reconciliation dates, and these can also be made recurring with the selected periodicity - if you select "Recurring", you do not fill in dates, but the system creates reconciliation dates for you automatically. You can display reconciliation dates in views and reports via the "reconciliation date" node property.
Remember that comments that are written and check marked in the activity are saved in the current follow-up period and have no connection to the specific reconciliation date!
3) Show record date when follow-up for check marking
With this setting activated, you get a checkbox where the reconciliation can be check marked in the follow-up window.
4) Display the record date for activities graphically in the Gantt chart
When this setting is on, reconciliation dates are displayed graphically in Gantt-type views with "pins". This helps you see upcoming reconciliations more easily.
5) Activity interval
Activity interval makes it possible to divide an activity into several parts in the activity's Change window. You can add intervals both before and after existing intervals. However, intervals cannot overlap.
For example, if you want an activity to be performed in quarter 1 and 3, you can use intervals to pause the activity during quarter 2.
For increased support, completion can be activated. Completion is displayed as a percentage slider, hours and budget are displayed as integers and if "double fields" is selected, one field is displayed for budgeted hours / budget and one for outcome. All properties can be displayed as node properties in views and report sections.
The fields for completion fields are completely manual, and are therefore not updated automatically with the passage of time.
Priority is used to show how important one activity is in relation to others, which can be useful when filtering in views. If the option is activated, a priority selector is displayed in the activities' Change window.
When Priority is activated, a new tab appears under Activity settings, where you can make more settings. Here you can create new priorities and update all priorities at once.
Priority filtering cannot be combined with keyword filtering.
8) Other - mandatory comment
The alternative makes it mandatory to write a comment in connection with the activity's status being changed to "Completed".
Status is used to show how the work with an activity is progressing. You can view the status in views and report sections and filter the information for a specific status.
Example of setup
A status set in the tool may look like the image example below. Here is a status group called Standard which is used in all control models.
In this status group there are three different status options: Ongoing, which indicates that someone is working on the activity, Standby mode, which means that no activity is currently going on, and Completed, which means that the activity is finished.
Several status groups
If you want specific choices in a specific control model column, create a new group with the status choices you want and choose where to use it. The status group marked with a blue flag is the default and is used by all control mode columns of the activity type that do not have their own status group.
Each status has a name, an icon that you can choose the color of, and a meaning.
The meaning has the following function:
- Automatic status - status is governed by the current date - see more about this below.
- Standby mode - the activity does not appear in the To-do list on the home page and reminders are not sent while it has this status.
- Completed - no more reminders to send.
- Other - default selection without any function
Replace Status Options: Used to convert all statuses of one type to another. This is useful when a status option cannot be removed due to that it is used in the system. In these cases, you can replace the status option with another and then delete it.
You can add new status options to the list yourself.
To delete a status option, click Trash bin at the end of the line. If the status option is used, you must use the "Replace status option" function instead.
Automatic status sets status based on the start and end dates of your activities in relation to today's date. There are support for four different status options for automatic switching: Before start date, between start and end dates, near end dates and after end dates.
Standard filter for activities
Here you set how you want to filter your activities by default, unless otherwise specified in the default filter.
All: Displays all activities regardless of status.
Not completed: Filters out activities with status "Completed"
Completed: Shows only activities with the status "Completed"
All from version: Displays all activities created in the version you are in (current or scheduled). In the current version, all activities are displayed regardless of whether they are completed or not and also those that were created earlier than the current year. In the planning version, activities that have been completed in the current version are filtered out, with the exception of the activities that have been disconnected in the planning - these are displayed.
Consolidate status should be the default choice for new activities. If the status is consolidated, it can only be set to the units that are at the bottom of the reporting chain, so-called leaf units. Above units receive a calculated status depending on how the underlying units are reported.
Show status in view or report section
You can view the icon, name and date of when the status was last updated in node properties.
When users point to one of the Priority, Status, Reconciliation, Execution, or Activity Interval fields in the Change window, a blue question mark appears to the right of the field. The help texts you enter here are displayed if they click on the question mark. The same help text applies to all devices. The help text for status is also displayed in the follow-up window.
Removal of completed activities
After you have made the planning version current, it is possible to delete activities from the previous year. Even if it is called "deletion", only the connections to the activities are removed, (not the nodes themselves), which means that they remain in the gross list.
If the customer is actively working with the gross list and wants the completed activities to disappear from these as well, you can either delete the nodes via the "delete" option or filter them out of current views using a date filter. If there are many activities that need to be removed, you can contact your Stratsys consultant for help.
The activities to be removed can be controlled by three parameters, which can be combined:
1) Status Filter - filters out removal activities that have the selected status. In parentheses is shown in which control models there are activities with this status.
2) End date filter - all activities with end dates before the specified date are deleted.
3) Scorecard - select which columns where removal is to take place.
If you have accidentally removed activities from a control model where they would actually remain, it is possible to restore via the Event History.