Activities

For guidelines on defining activities, see Criteria for Defining Activities.

The following table summarizes the information that you need to supply for each activity:

Item	Description
General
Name	Provide a title for the activity.
Description	Provide a description of what is to be done in the activity. This is the instruction that is displayed to a user performing a process based on this process template.
Opening Criteria	Select the appropriate radio button to open by All activity contexts or Matched activity contexts. For more information, see Criteria for Opening Activities.
Allow Reopen	To allow authorized users to reopen an activity, select the checkbox. For more information, see Criteria for Reopening Activities.
Driving Dimension
Driving Dimension	Select the driving dimension. This is the dimension that is common to all activity contexts that users might use for completing the tasks in the activity. Note This dimension must have a defined Reviewer property. For more information, see Defining Activity Context Criteria.
Members	In the Members drop down list, clicking Select MembersCriteria Editor. You can directly select members from one hierarchy or click to filter members by dimension property and add them to the Selected Members list as a batch. For more information, see Defining Activity Context Criteria.
Activity Performer
Performer	Select the property that defines the performer for each member. To define an action that a performer must perform when reviewing the activity. A Performer is the person, to whom the activity is provided to at run time, that is the person, who has to perform the work items in the activity and mark it as complete. This can be one or more users, or a team. Performers are determined by a property of the dimension used as driving dimension of the activity. You can select the “Owner” property or any other property for this. Owner property has a specific meaning in Business Planning and Consolidation; it is the dimension property that determines who can change the work status of each member to anything other than unlocked. So you could choose to have an activity that is performed by the same owner as work status. For more information, see Defining Actions.
	You can define a deadline for the activity’s performer in process templates. The deadline is calculated in days by default starting from the end of the last activity. You can also define whether to wait or to close the activity when the activity deadline occurs. The deadline you set in BPF templates can be adjusted in BPF instances later. For more information, see Setting Deadlines for Activities.
Activity Workspace	By choosing Create you can create hyperlinks. You can also create worksheets.
Activity Reviewer
Require Reviewer	If required, select this checkbox and select a property that defines the reviewer for each member.
Reviewer	You select the reviewer in the same way as selecting a performer, but you can select a different property to determine the reviewer users. For more information, see Defining Actions.
Deadline	You can define a deadline for the activity’s reviewer in BPF templates. The deadline is calculated in days by default starting from the end of the last activity. You can also define whether to wait or to close the activity deadline fell occurs. The deadline you set in BPF templates can be adjusted in BPF instances later. For more information, see Setting Deadlines for Activities.

Activities

To create a new activity, click New; to edit an existing activity, select the activity. To copy an existing activity, select the activity, and chose Duplicate. You are offered the opportunity to duplicate the activity definition and contents, or just the activity definition.

You can preview instances of this activity by clicking Preview Activity Instances.

Once you have defined an activity, you can create a working area where users can add, view, and manipulate data. Choose Create a performer workspace. This opens a workspace, that is driven by the process and whose driving dimensions are those defined for the activity. In this workspace, you can add any Business Planning and Consolidation function for data entry, creating reports, and so on. For more information, see Defining Actions.

You can define a workspace for each activity. You can choose whether the reviewer uses the same workspace or has a separate workspace for reviewing this activity. You can also set a deadline for the performer and the reviewer of the activity in a process template and make further adjustments to the activities when creating relevant process instances. For more information, see Setting Deadlines for Activities.