Step Templates Page

Overview

Use this page to add and configure step templates.

Screen Elements

Activity Step Templates toolbar

See Step Templates Toolbar.

Template Name field

The name of the activity step template. By creating templates for groups of activity steps that are relevant in many projects, an organization can streamline data entry and ensure that work is identified consistently throughout the organization.

Step Count field

The number of steps you assign for each corresponding template name.

Steps detail window

See Steps Detail Window of the Step Templates Page.

Getting Here

To access enterprise project data:

  1. Click the "" Projects menu and select Enterprise Project Data.
  2. In the Enterprise Data pane, expand Activities and click Step Templates.

To access enterprise data:

  1. Click the Administer menu and select Enterprise Data.
  2. In the Enterprise Data pane, expand Activities and click Step UDFs.

Related Topics

About Step Templates

Creating Step Templates

Configuring Step Templates


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