User roles:  ✔ Application Administrator   ✔ Project Administrator   


The Activity Setup page allows you to customise the Projects module terminology so that you can continue 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 nameThe name of the project.
Primary PMThe project manager of the project.
OwnerThe person in business who is responsible for working with the project team to evaluate outcomes and feedback on requirements. 
ExecutiveThe Executive of the area the project is being delivered for.
Business OwnerThe 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 nameThis 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 nameSub portfolios allow further grouping of projects within the portfolios for more granular reporting.
Status Report Strapline Max CharactersThe number of characters the status report's strapline is limited to. 
Program field nameThe name of the program.
Currency symbolSymbol of the default currency. 
Business driverThe strategic drivers for the organisation as a whole.
Budget Year field nameThe budget year for the project. 
Framework field nameN/A
Proposed solution field nameThe project's proposed solution. 
Cost Code Field NameThe reference for where the project is being funded from.




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.