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Steps Dialog Box

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The Steps dialog box displays by clicking Activity DetailsDown, selecting Activity Details, and selecting Edit Steps Steps.

Steps Tasks

Track the progress of activity steps

In the Steps dialog box, you can add, edit, delete, or update the progress of activity steps. See add, delete, or edit activity steps.

For more detailed information about working with steps, see:

Controlling placement of the dialog box

You have full control of the placement of the Steps dialog box in the Activities page. By dragging and dropping the dialog box or using the controls available in the title bar of the dialog box, you move, dock, or reduce the dialog box to a tab that displays, by default, under or can be moved to the right of the Gantt chart. See Customize activity views for more information.

Field Definitions

Maximize the dialog box - Maximize
Maximizes the dialog box to the full area of the Activity page.
Restore dialog box from maximized state - Restore from Maximized State
Restores the dialog box to its default size.
Float the dialog box - Float
Resizes and makes the dialog box able to be dragged and dropped within or outside the browser, referred to as Float State.
Restore from float state - Restore from Float State
Restores the dialog box from Float State and positions it within the window.
Note: Dragging and docking the dialog box creates the same results as Float and Restore from Float State controls.
Auto Hide - Auto-hide
Hides the contents of the dialog box by reducing the view to a tab. Clicking the tab restores the view of the dialog box.
Toggle Auto Hide - Toggle Auto-hide
Prepares the dialog box for the Auto-hide state. This toggle serves as an state in between the tabbed state and the restored state of the dialog box.
Exit the dialog box - Exit
Closes the dialog box.
Add Step - Add Step
Adds a new step to an activity when you click the Add Steps icon.
Add Step Template - Add Step Template
Opens the Select Activity Step Template dialog box, in which you can select a template for adding a group of steps to an activity.
Delete Step - Delete Step
Deletes a selected step.
Movel Down through Step List- Move Down
Moves the selected step down line by line.
Move Up through Step List- Move Up
Moves the selected step up line by line.
Column Selector- Column Selector
Provides a list of fields you can display in the Steps dialog box by marking the check box of each field you want to display.
Possible fields to display in the Steps dialog box include:
Step Name
Shows the name of the step.
Step % Complete
Use this field to record progress on the step as a value between 0 and 100. Optionally for a project, physical Activity Percent Complete can be calculated based on this value and Step Weight Percent.
 
Tip: If you record a Step % Complete value of 100, the Completed checkbox is checked. Likewise, if you mark the Completed checkbox for a step, the Step % Complete value is set to 100.
Step Weight
Lists the weight, if any, associated with the step. If you do not enter a step weight, a default value of 1 is used.
If activity steps are used to calculate percent complete, steps with higher value have a more significant effect on the Activity Percent Complete calculation.See Weighted Activity Steps.
Completed
Mark the check box to indicate that work for the step is finished.
User Defined Fields
Includes custom fields that you define, such as Completion Date, Redline Final Revision, and Resources.
Previous Activity - Previous Activity
Scrolls up through the list of activities displayed in the Gantt chart, enabling you to identify and select an activity for which to define steps.
Next Activity - Next Activity
Scrolls down through the list of activities displayed in the Gantt chart, enabling you to identify and select an activity for which to define steps.