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Configuring Step Templates

Configure step templates to add, delete, or arrange the steps assigned to a template.

To configure a step template:

  1. Click the "" Projects menu and select Enterprise Project Data, or click the Administer menu and select Enterprise Data.
  2. In the Enterprise Data pane, expand Activities and click Step Templates.
  3. On the Step Templates page, select a template.
  4. In the Step Template detail window, you can add, delete, or arrange steps.
    • To add steps, click "" Add (Insert).
      1. In the Step Name field, double-click and type a name.
      2. In the Description field, double-click and click "".
      3. In the Description dialog box, type a brief narrative about the step and click OK.
      4. In the Weight field, double-click and type a weight value.
    • To delete steps, select a step and click "" Delete (Delete).
    • To arrange steps, select a step and click the "" Move Up (Ctrl+Alt+Up) and "" Move Down (Ctrl+Alt+Down) arrows.
  5. On the Step Templates page, click "" Save (Ctrl+S).

Related Topics

About Step Templates

Creating Step Templates

Step Templates Page


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