Initial set up for Activities and PPM Activities

Prior to using Activities and PPM Activities, the Activities types for both need to be set up. 

Set Up of Activity Types

Go to Admin, Type Settings and select Activity Types

 

You will be shown a list of all Activity Types already in the system. Click on Add Activity Type.

 

Enter the name of the type you wish to add, and Save.

 

Go back to the list to see the new type that you have just added.

Set Up of PPM Activity Types

Go to Admin, Type Settings and select PPM Types.

 

Here you will see a list of all PPM Types that are available in the system. To add a new one, click on Add PPM Type. Note that PPM Types are generic to both Buildings and Units.

 

Enter the name of the PPM Type and Save.

 

Go back to the list to see the new type you have just added.

Have more questions? Submit a request

0 Comments

Please sign in to leave a comment.
Powered by Zendesk