Activity Setup

Modified on Fri, 31 Dec 2021 at 12:41 PM

User roles:  ✔ Application Administrator   ✔ Project Administrator

The Activity Setup page allows you to customise the Projects module terminology so that you can use your organisation terminology.

To access the Activity Setup page, navigate to the Administration Console from the drop-down menu under your Avatar.

From the Administration Console, navigate to the Project Settings section of the page and select Activity Setup.

Activity Setup Fields

The Activity Setup page allows you to rename the following fields.

Fluid Field	What is the field used to represent?
Title field name	The name of the project.
Primary PM	The project manager of the project.
Owner	The person in business who is responsible for working with the project team to evaluate outcomes and feedback on requirements.
Executive	The Executive of the area the project is being delivered for.
Business Owner	The person in business who is responsible for working with the project team to evaluate outcomes, feedback on requirements, mobilise business and manages business stakeholders.
External reference field name	This field can be used to populate any unique identifiers for your project for the upload of information from other systems in the organisation.
Portfolio field name	Portfolio name. Portfolios can be business units, products, or any other grouping the business decides on.
Sub portfolio field name	Sub portfolios allow further grouping of projects within the portfolios for more granular reporting.
Status Report Strapline Max Characters	The number of characters the status report strapline is limited to.
Executive Summary label	This field is used to add an executive summary to project status report.
Executive Summary Help Text	Helper text displayed for the executive summary field.
Program field name	The name of the program.
Currency symbol	Symbol of the default currency.
Business driver	The strategic drivers for the organisation as a whole.
Budget Year field name	The budget year for the project.
Framework field name	N/A
Proposed solution field name	The project's proposed solution.
Cost Code Field Name	The reference for where the project is being funded from.
Project Reference Prefix	Prefix to be appended to the auto-generated project external reference.
Line of Business label	Lines of business are used to indicate what business some work applies to.
Accountable Executive 1 label	Top level accountable executive in the organisation.
Accountable Executive 2 label	Top level -1 accountable executive in the organisation.

Primary Status Component RAGs

The Primary Status Component RAGs section of the Activity Setup page allows you to select which status report component RAGs are reportable to parent projects.

To set a component RAG as reportable, click on the check box in front of the component RAG name.

Impact Types Set Up

Fluid comes with a list of predefined impact types. To select which impact type applies to your organisation, simply use the check box to select the types that apply. Note that Risks and Issues types cannot be deselected.