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Funding Organizations may use differing terminology for this section. The terms used here are the DD Suite default terms.

  1. On your dashboard, select the “Projects" module.

  2. Select the number of the appropriate project from the list.

    Select a project link from the list
  3. Select the Work Plan tab.

    Select the Work Plan tab
  4. A view of the entire Work plan will appear. The Objectives, Activities and Performance Measures can be added, edited and removed from this one display. Objectives and Activities can be re-ordered via the up and down links.

    Workplan View
  5. Select the “Add Activity”" link under the correct Objective.

    The “Add Activity for Objective…” page appears.

    Activity Fields
  6. In the “Id” field enter the number for that particular activity by chronological order (i.e. 1 is the earliest activity).

  7. In the “Description” field, describe the major activity that will be undertaken to achieve the project objective. Activities should be stated in actionable terms.

  8. In the “Start Date” and “End Date” fields, provide the date at which you will begin the activity and the anticipated end date for completing that activity, respectively.

  9. In the “Staff” field, identify the personnel who will be responsible for the activity.

  10. Select the “Save” button to save your work.

  11. From the Work Plan page, add as many activities as necessary. You can manage each activity by using the Action links.

    • Edit - change any of the information for an activity

    • Remove - remove an activity from the list

    • Up/Down - Move an activity up or down on the list (this does not change the activity Id, just the order in which the activities are displayed)

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