Background documentationCreating Activities for Issues

 

You use activities to process and resolve issues by breaking them into tasks and subtasks.

Note Note

To create subactivities, you must select a parent activity before you choose Add.

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Prerequisites

You have made the following settings in Customizing for Project Issue and Change Management under Start of the navigation path Processing of Issues, Change Requests, and Activities End of the navigation path:

  • Start of the navigation path Processing of Activities Next navigation step Define Activity Types End of the navigation path

  • Start of the navigation path Processing of Activities Next navigation step Define Activity Templates End of the navigation path

  • Start of the navigation path Processing of Issues and Change Requests Next navigation step Define Issue and Change Request Types End of the navigation path (in the Automatic and Proposed Activity Template view)

Procedure

Note Note

When you log an issue, the system automatically creates the activities that have been defined in the Customizing activity Define Issue and Change Request Types (in the Automatic and Proposed Activity Template view).

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  1. On the issue screen, choose the Activities UI block.

  2. Choose Start of the navigation path Add Next navigation step New Activity End of the navigation path to describe a new activity required to process or resolve the issue.

    Note Note

    Alternatively, you can choose Start of the navigation path Add Next navigation step Proposed Activity End of the navigation path to use an existing activity proposed by the system, and modifying it to suit your business requirement.

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  3. In the New Activity dialog box, enter an activity type. If required, you can mark the activity as a mandatory activity and also enter an activity description, planned end date, or an employee responsible in the dialog box. Choose OK to add the activity to the issue.

    If you choose Start of the navigation path Add Next navigation step Proposed Activity End of the navigation path, the system displays the Add Proposed Activities dialog box. This dialog box displays all the proposed activities defined in the Customizing activity Define Activity Templates. Select a proposed activity and then choose OK to add the activity to the issue.

  4. Select an activity in the Activities UI block, to display a detailed view.

  5. In the detailed view, choose the Activity Overview, Reference Objects, Business Partners, Attachments, Administrative Data tabs to display (and, if applicable, enter) relevant details of the activity.

    Note Note

    • You can only add reference objects to proposed activities. The relevant reference objects must be defined in the Customizing activity Define Activity Templates.

    • You cannot link documents from Document Management System (DMS) to an activity.

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  6. If applicable, select an activity and choose Set Status and then a corresponding status, to indicate the level of progress of the activity. Save your entries.