Steps Section of Activity Details of the Resources Dialog Box

Overview

Use this page to review existing activity steps and their status. You can customize the data columns in the Steps section to display percent complete and user defined fields. If you are the primary resource, you can report steps as completed and, depending on administrative and security settings, you can edit user defined fields associated with steps.

Screen Elements

Add Steps link

Opens the add steps page. This page is identical to the Add Steps page of the Workspace. See Add Steps Page of the Activity Form Page for further details.

Step Name field

The name of the step, which is unique to the activity. Click a step name to edit the step. See Steps Details Dialog Box.

Step Weight field

The weight associated with the step. The step weight indicates the step’s importance to the activity. The higher the value, the greater the importance. If no value is entered, a default value of 1 is entered.

Step Weight Percent field

The step weight as a percentage. (Step Weight divided by Sum of Weight for all steps) multiplied by 100.

Step % Complete field

The completed percentage for each step.

Completed field

The status of the step.

Displays Yes if the step is complete and No if the step is not complete.

Description field

A more detailed summary for the item. The description provides more information than short names or titles. It can give background information or establish a purpose for the item. These details help differentiate between items with similar names and are especially useful in multi-user environments.

Getting Here

From the Team Usage page:

  1. Click "" Projects.
  2. On the Projects navigation bar, click "" Team Usage.
  3. On the Team Usage page:
    1. If multiple projects are open, select a project from the Select Project list.
    2. Click the Organized By list and select Roles.
    3. Expand a project and select a role in the left pane.
    4. Select the Spreadsheet option and click a project in the right pane.
  4. In the Resources dialog box:
    1. Click the Unstaffed and Staffed option to show all activities.
    2. Select an activity.
    3. Expand the Steps section.

From the Dashboards page:

  1. Click "" Dashboards.
  2. On the Dashboards page, expand the Open Requests for Resources portlet and select a resource.
  3. On the Resource Staffing Details page, select an activity.
  4. On the Activity Details page, expand the Steps section.

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