Creating Activity Steps
Create steps to break activities down into their component parts.
To create 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 you want to break down into smaller parts and click the Steps detail window.
- In the Steps detail window, repeat the following for each step you want to add to the activity:
- Click
Add Activity Step (Insert). - Enter a value in the Step Name, Step % Complete, and Step Weight fields.
- On the Activities page, click the Actions
menu and select Save (Ctrl+S).
Tips
You can also create steps on the Activity Details page of the Open Requests for Resources portlet of the Dashboards page.
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