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Adding Activity Steps from a Step Template

Add steps from a step template to add a group of predefined steps to an activity.

To add steps from a step template to an activity:

  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 and click the Steps detail window.
  4. In the Steps detail window, click "" Add from Template (Ctrl+Alt+S).
  5. In the Select Activity Step Template dialog box, assign templates and click Close.
  6. On the Activities page, click the Actions menu and select "" Save (Ctrl+S).

Tips

Step templates are created on the Enterprise Data or Enterprise Project Data page.

Related Topics

About Step Templates

Steps Detail Window of the Activities Page


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