Configuring Activity Steps
Configure steps to show percent complete and to give a description of the step.
To configure steps:
- 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, repeat the following for each step you need to configure:
- Select a step.
- 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.
- Select an option or enter a value for each field.
- 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.
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