Column

Completion

Action plan

Enter the ID # of the plan to which the action must be imported. It is possible to import actions to different plans in the same spreadsheet.

Predecessor

Fill out this cell with the ID # of the predecessor action of the action being imported.

Actual %

This cell must only be completed if the action is under execution and the action plan is under tracking. In this case, enter the actual percentage of the action up to that point. If this cell is completed while the plan is under planning, the value entered in it will not be considered. Note that it will only be possible to import actions with "Planned" execution type. "Immediate" actions will not be imported.

What?

Category

Fill out this cell to define a category to classify the action. In this case, enter the ID # of the desired category.

If in the action plan category the "Categories allowed to be used in action plan actions" is filled out, the ID #s that may be entered will be restricted to the established categories. Note that, when classifying an action in a category, the configurations set for attributes, verification etc. will be applied.

The completion of some cells described below may be required according to the settings made on the Rule tab of the selected category.

ID #

In the case of a new action, enter a number or code for it that has yet to be recorded in the system. In the case of editing an existing action, enter its ID #.

Title

Fill out this cell with the name of the action.

Who?

Login

Enter the login of the user who will be responsible for executing the action.

Name

Enter the name of the user who will be responsible for executing the action.

When?

Start

Enter the planned date for the start of the action execution.

Time

Enter the planned time for the start of the action execution.

End

Enter the planned date for the end of the action execution.

Time

Enter the planned time for the end of the action execution.

Duration

Enter the amount of days needed for the action execution.

How much?

Enter the planned cost for the action execution.

Actual

Start

Enter the date on which the action execution started.

Time

Enter the time on which the action execution started.

End

Enter the date on which the action execution ended.

Time

Enter the time on which the action execution ended.

How much?

Enter the (actual) cost generated with the action execution.

Where?

Enter the location where the action will be performed.

How?

Enter how the action will be performed.

Why?

Enter the reason why the action will be performed.

Result

This cell must only be completed if the action plan is under execution (tracking).

In this case, enter the result obtained with the action execution. If this cell is completed while the plan is under planning, the value entered in it will not be considered.