Steps Section of the Activity Details Dialog Box

Overview

Use the Steps section of the Activity Form page to review existing activity steps and their status. You can customize the data columns in the Steps section to display percent complete and user defined fields. If you are the primary resource, you can report steps as completed and, depending on administrative and security settings, you can edit user defined fields associated with steps.

Screen Elements

Add Steps link

Click to display the add steps page. This page is identical to the Add Steps page of the Workspace. See Add Steps Page of the Activity Form Page for further details.

Step Name field

The name of the step, which is unique to the activity.See Steps Details Dialog Box.

Step Weight field

The weight associated with the step. The step weight indicates the step’s importance to the activity. The higher the value, the greater the importance. If no value is entered, a default value of 1 is entered.

Step Weight Percent field

The step weight as a percentage. (Step Weight divided by Sum of Weight for all steps) multiplied by 100.

Step % Complete field

The completed percentage for each step.

Completed field

The status of the step.

Displays Yes if the step is complete and No if the step is not complete.

Description field

A more detailed summary for the item. The description provides more information than short names or titles. It can give background information or establish a purpose for the item. These details help differentiate between items with similar names and are especially useful in multi-user environments.

Getting Here

  1. Click "" Resources.
  2. On the Resources navigation bar, click "" Analysis.
  3. On the Analysis page, click the Role Usage tab.
  4. On the Role Usage tab, select a role and select to display the Spreadsheet.
  5. On the Spreadsheet, click a project name.
  6. In the Resource Staffing dialog box, click an activity name then expand the Steps section.

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