Core TSIs : Activity planner : Working with Activity planner : Adding planning details and generating planned activities
Adding planning details and generating planned activities
Activity definitions need Planning details to schedule planned activities with a specific time pattern. Planning details include start and end dates, a Scheduling method and a Frequency.
When planned activities are generated from a Calendar-based schedule, the system applies the time defined in the Planning details Start date-time. For example, if the planning details' start date-time is set to 09:00, the generated planned activities will also start at 09:00, instead of the default time of 00:00.
Example screen of a scheduled planned activity on the Activity PlanboardExample screen of a scheduled planned activity on the Activity Planboard
Example screen of a frequency schedule pop-upExample screen of a frequency schedule pop-up
Upon saving / linking the planning details, planned activities are automatically generated for the selected activity definition.
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This process takes into account the Period for generating planned activities setting in Field definer . For more information, see Period for generating planned activities. Planon administrators should also activate the SYS_GENERATE
_PLANNEDACTIVITIES scheduled task in System settings to automatically generate additional planned activities at set intervals. For more information, see Scheduled tasks.
Procedure
1. Go to Activity planner TSI and select the relevant property, filter, plan and activity definition(s).
Users of the Service providers solution can also select a customer on the first selection level.
2. Go to the Details selection level.
3. Click Planning details.
4. On the action panel, click Add.
5. Enter the required information on the data panel.
For information on the field descriptions, see Planning details fields.
6. Click Save.
Planned activities are generated based on the selected planning details. For manually adding a planned activity, see Adding planned activities (manually).