Previous Topic

Next Topic

Book Contents

Configuring Activity Steps

Configure steps to show percent complete and to give a description of the step.

To configure steps:

  1. 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.
  2. On the Projects navigation bar, click "" Activities.
  3. On the Activities page, select an activity and click the Steps detail window.
  4. In the Steps detail window, repeat the following for each step you need to configure:
    1. Select a step.
    2. Add the columns you need to configure to the detail window if they are not already available. See Showing or Hiding Columns in a Table.
    3. Select an option or enter a value for each field.
  5. On the Activities page, click the Actions menu and select "" Save (Ctrl+S).

Tips

  • Select the Completed option if the step is finished.
  • You can also configure steps from the Activity Details page of the Open Requests for Resources portlet of the Dashboards page.

Related Topics

About Steps

Working with Activity Steps

Creating Activity Steps

Steps Details Page of the Activity Form Page

Steps Detail Window of the Activities Page


Copyright information