Configuring Activities

The settings and configurations described below are required to work with activities. Some of the described functions and actions require extensive permissions, which are usually reserved for administrators.

Note

If you need one of the described functions but cannot use it, please contact your system administrator.

In this chapter we describe how to set up activities and their planning. We recommend the following sequence for a smooth process (including the prerequisites):

To be able to set up the activities and their planning, the following requirements must be met:

  • User Administration: Access to activity types and activity type groups is assigned to teams and users. To be able to complete the set up, the corresponding users and teams must have been created in user administration.

  • Activity structure and data concept: Before you start creating activity types and attributes in the system, you should have a clear concept that answers the following questions:

    • What types of activities exist in your company and how are they hierarchically structured?

    • What data do you need to capture for robust and useful reporting?

    • Which data do you want to capture at which activity type?

If you have any questions, please consult your Uptempo contact person.

In this step, create the required attributes. See Attributes of Activities

This phase has the following goals:

  • Create templates for activities, the so-called activity types.

  • Define which data will be collected for which activities.

  • Define the possible structure of the activity hierarchy

See Activities Types and Their Hierarchy Structure

With policies you define which access users have to the activities. See .

Define how the planned impact of your activites is calculated. See Impact Modeler.