Actions in Project Plans

You can add actions to gates in the Project Planner in order to track specific assignments that need to be performed as part of specific phases of the plan. These are the same action resources that can be included in My Portal and SEP web portal, as well as FMEAs or Test Plans in XFMEA/RCM++/RBI.

When you add an action to a gate in the Project Planner, the software will:

Use timelines in the action that automatically shift in response to delays in prior activities, which will affect how the action's status is determined.
Display the action's plan summary in the Action properties window.
Use the action's status, percent complete and resources to "roll up" to the gate it is assigned to.

Adding Actions to the Plan

With a gate selected in the Project Planner, choose Project Planner > Action > Add Action. (In a secure database, this is only available to users with the "Create/edit project plans" permission.)

Add Action creates a new action resource.
Reuse Action Resources allows you to select existing action(s) from the project that a) are not already used in the current plan and b) have dates that fit within the current gate. Specifically, the action’s start date can’t be before or more than a year after the gate’s start date. (See Select Resource window.)
Reuse FMEA Actions allows you to select one or more XFMEA/RCM++/RBI system hierarchy items from the current project that have FMEAs. You can then select to use existing action(s) from those particular FMEAs in the project plan.

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