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Viewing and Reporting Progress for Activity Steps

The Activity Details Steps tab lists existing activity steps and their status.

  1. Select the activity in the Activities view or open timesheet.
  2. To display Activity Details, on the toolbar choose (Shift+F10+Down Arrow+ Enter or space).
  3. Choose the Steps tab.

If you are the primary resource, you can identify steps that are completed by marking the checkbox on this tab.

You can customize the data columns on the Steps tab to display percent complete and user defined fields. If you are a primary resource with the appropriate administrative and security settings, you can edit user defined fields associated with steps.

  • To customize the Steps data columns, select a step row or the Steps tab name and press Shift F10+Enter.
  • To edit a user defined field, select the field and type new data.

Keyboard Tips: To clear all data in a selected field, press F2+Delete. For a date UDF, to display the calendar window, press Ctrl+F2.

Tip

To quickly locate a specific activity or step, use the search capability, which enables you to find items based on a displayed data field you select. See Searching for Data.

Related Topics

Working with Activities and Details

Displaying a List of Your Activities

Filtering and Sorting the Activity List

Selecting Activity Data Columns

Saving or Printing Your Activity List

Assigning Yourself to an Activity

Viewing Activity Details

Reporting Actual Work Time without a Timesheet

Reporting Dates for an Activity

Reporting Remaining Work Estimates

Reporting a Completed Assignment

Viewing and Sending Activity Feedback

Viewing Your Project List and Project Web Sites

Searching for Data

Activity Details Tabs


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