Calendar and Activity Management

A key component of lead follow-up, opportunity tracking, and project management is the ability to schedule activities for clients, contacts, leads, employees, opportunities, and projects.

Deltek provides you with a variety of options to schedule and manage your daily activities, which can include phone calls, meetings, tasks, and other important business functions. Use the following tools to schedule and manage your activities:

• The calendar provides a snapshot of all of your activities for a selected month, week, or day.
• Use the Activities hub to review details for any completed or pending activity.
• Use the hubs to enter and access activity information for individual clients, contacts, leads, marketing campaigns, employees, opportunities, and projects.
• Configure your dashboard to include the My Activities dashpart, which displays a list of your scheduled activities.

When you schedule an activity, you enter activity details (such as activity type, date and time); associate the activity with a particular client, opportunity, and project; specify who will attend the activity (employees and contacts); specify whether the activity occurs one time or is an event that recurs; and schedule follow-up activities.

Scheduled activities display on attendees' calendars and dashboards, and can be reviewed in the Activities hub. All of these features make it easy to review and track activities throughout the project life cycle, from lead generation and marketing campaign activity to opportunity proposal generation and project award and completion.

In addition, you can set up reminders to notify attendees when an activity is about to occur or when a modification has been made to the activity schedule.

Examples

• You finish a cold call with a prospect and schedule a follow-up activity as a reminder to send the prospect a brochure and thank you letter.
• You schedule a phone call with a contact to discuss an opportunity that your enterprise wants to pursue.
• You schedule a meeting with a contact and project team members to provide an update on project progress.