Configuring Step Templates
Configure step templates to add, delete, or arrange the steps assigned to a template.
To configure a step template:
- Click the
Projects menu and select Enterprise Project Data, or click the Administer menu and select Enterprise Data. - In the Enterprise Data pane, expand Activities and click Step Templates.
- On the Step Templates page, select a template.
- In the Step Template detail window, you can add, delete, or arrange steps.
- To add steps, click
Add (Insert).- In the Step Name field, double-click and type a name.
- In the Description field, double-click and click
. - In the Description dialog box, type a brief narrative about the step and click OK.
- In the Weight field, double-click and type a weight value.
- To delete steps, select a step and click
Delete (Delete). - To arrange steps, select a step and click the
Move Up (Ctrl+Alt+Up) and Move Down (Ctrl+Alt+Down) arrows.
- On the Step Templates page, click
Save (Ctrl+S).
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