Recording Activities

You can record completed activities under the "Activities" tab.

Note: All information on this page can be applied to any Strategy Component under its own "Activities" tab.

Activity Type - Subject

You must select an "Activity Type" from the drop-down list and define a Subject for the activity.

Activity Type

You must select a Work Type from the list.

Defining the Contact Person

If you want to define a contact person, you must select the "Contact Person" checkbox. After selecting this checkbox, the "Contact Person - Business Partner" section will be displayed, and you can select the relevant contact person from among the business partners with the "P - Person" type.

Activity Information - Scheduling

When creating an activity, you must define the following fields:

• Start Date - Time
• Activity Duration
• End Date - Time ( The system automatically displays the end date and time based on the selections above. )

You can also define the following field:

• Private?

Color Selection

You can select a color to be applied to the activity row in the "Activities" list.

You can use these colors to create visual groupings and similar classifications.

Organization Information

You must select an Activity Owner from the window. The logged-in user is displayed as the activity owner by default. You can change the activity owner by selecting another user from the window.

You can select a Management Organization and an Organizational Unit.

Related Task

If the activity relates to a previously created task, you can select the Task from the window and set the Task Status from the drop-down list.

This change will create a Completed Task Record under the "Tasks" tab -> "Activities" tab.