Adding Activity Steps from a Step Template
Add steps from a step template to add a group of predefined steps to an activity.
To add steps from a step template to an activity:
- Open one or more projects in the Projects section using one of the following methods:
- Click
Projects to open the last project or group of projects you were working with. - Click the
Projects menu and choose one of the most-recently used projects or group of projects. - Click the
Projects menu and choose Open Projects to select a project or group of projects by portfolio type, EPS node, or project code.
- On the Projects navigation bar, click
Activities. - On the Activities page, select an activity and click the Steps detail window.
- In the Steps detail window, click
Add from Template (Ctrl+Alt+S). - In the Select Activity Step Template dialog box, assign templates and click Close.
- On the Activities page, click the Actions
menu and select Save (Ctrl+S).
Tips
Step templates are created on the Enterprise Data or Enterprise Project Data page.
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