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Creating Activity Steps

Create steps to break activities down into their component parts.

To create steps:

  1. 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.
  2. On the Projects navigation bar, click "" Activities.
  3. On the Activities page, select an activity you want to break down into smaller parts and click the Steps detail window.
  4. In the Steps detail window, repeat the following for each step you want to add to the activity:
    1. Click "" Add Activity Step (Insert).
    2. Enter a value in the Step Name, Step % Complete, and Step Weight fields.
  5. 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.

Related Topics

About Steps

Working with Activity Steps

Configuring Activity Steps

Steps Detail Window of the Activities Page

Add Steps Page of the Activity Form Page

Steps Section of the Activity Form Page


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