Workflow

Create and manage the types of activities for your project.

Introduction

Before we start creating our activity type, we need to select which activity type we will be creating. There are 3 options available:

  1. Project Delivery – use in situations when a digitial model is being used to complete the construction phase.
  2. Recurring Maintenance – use in situations where a physical asset exists and using your digital model to create activities that allow field maintenance and scheduled, routine work that needs to occur for the lifetime of your asset. A history of the completed activity can be linked to your Digital Model for future reference.
  3. Ad-Hoc – creating an activity that will allow a team member to raise an activity while on-site to communicate issues identified that will require attention.

Open project configuration

Ensure that you are logged in as “Project Controller” (PC).

Select:

  • ‘Project’ from the main menu;
  • ‘Configure’ from drop down menu

Add new activity

This screen will allow you to monitor your whole project as per the left side of the menu states. For raising a new activity we need to be in “Types of Activities” tab.
On the right side of the window there is a “Menu” icon. Left click this icon and select “Add New Activity Type”


Work Flow

Select the activity type you are creating and select ‘Next’ to progress to the Properties tab.