Steps tab - Activity Details

Use the Steps tab to define the selected activity's steps or procedures.

Step Name: Lists the selected activity's steps or procedures in chronological order. You can select a step.

Completed: Indicates the selected activity's completed steps. To indicate that a step is complete, mark the appropriate checkbox.

Step Description: Displays the name of the selected step and the step's description. You can only view the step description in this field; to add or edit a description, you must use the HTML editor.

Modify: Click to add or edit the description for the selected step in an HTML editor. In the editor, you can format text, insert pictures and tables, copy and paste information from other document files (while retaining formatting), and add hyperlinks.

Copy: Click to copy the selected text. After copying text, you can paste it into the HTML editor or into another application.

Print: Click to print the displayed description.

Add: Adds a step after the selected step.

Add from template: Adds steps from user-defined activity step templates.

Delete: Deletes the selected step.

Moves the selected step to an earlier stage in the selected activity.

Moves the selected step to a later stage in the selected activity.

To add these additional columns, right click on the Steps tab and choose Customize Steps Columns.

Step % Complete: Enter the percent complete for the selected step. This field indicates progress on the step. Step % Complete is used to calculate the activity percent complete when you mark Activity Percent Complete Based on Activity Steps checkbox in the Calculations tab in the Projects window.

Step Weight: Type a value for the weight of the step. The higher the value you enter, the more importance is attached to that step in the activity.

Step Weight Percent: Based on the total weight for all steps in the activity, P6 Professional calculates and displays the percent for each step. This column is 0 percent for nonweighted steps. The step weight percent value is calculated based on the step weights assigned to the activity. For example, assume an activity has four steps: step 1 has a weight of 2, and steps 2, 3, and 4 each have a weight of 1. Step 1 would have a calculated Step Weight Percent of 40 and steps 2, 3, and 4 would each have a calculated Step Weight Percent of 20.

User Defined Field columns: If you are the activity's primary resource, you can add or modify additional information about the step, such as start and finish dates, cost or other text. Define user fields in Enterprise, User Defined Fields. Right-click in the columns area and choose Columns to select the user field columns.

Related Topics

Activity step templates



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Last Published Monday, December 6, 2021