Activity Monitoring & Task Management
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Masters Activity Template
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List of Tasks/Activities
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Define Predecessor Activities
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Assign Responsibility (should be a SAP B1 User)
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Tag Critical Tasks/Milestones
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Define Dependencies
Transaction
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Project Creation
- Attach Activity Template to Sale Order
- Enter Target Dates
- Modify other details like responsibility, dependencies, millstones, etc
- Define escalation process
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Daily To-Do List
- Prompt window with list of current day’s tasks assigned to the user along with carry forward tasks
- Flag for critical tasks and predecessor tasks
- Mark tasks as ‘Complete’ (default status being ‘Not Complete’)
- Default update of posting date as ‘Completion Date’
- Alert for dependencies if posted as ‘Not Complete’
- Remarks / Comments
Reports
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Client-wise, Sale Order-wise, User-wise, Date-wise
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Activity Calendar
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Status Report
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Deviation Report