Working with Steps

Use the Steps dialog box to view your assigned steps and report your progress. Open the Steps dialog box to add, edit, and delete steps. The add, edit, and delete functionality is only available if your project manager has turned this setting on for the project.

This illustration is a graphical representation of the text in the following table.

Table of Screen Highlights

Item

Description

item one

Add Step: Select Add to create a new step. The new step appears at the bottom of the list.

item  two

User Defined Fields: Depending on the settings configured by your project manager, you may be able to see and edit user defined fields for each step.

item  three

% Complete: Enter your percentage complete as you progress through each step.

item  four

Step Completed: When you are finished with a step, select Complete Step (Ctrl+Alt+C), or enter 100 in the % Complete field.

item five

Delete: The Delete icon is visible when you select a row. To delete a step, select Delete (Ctrl+Alt+R) and then Save.

Step me through...

Adding Steps

Updating Progress on Steps

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Steps

Working with Activities



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Last Published Thursday, January 12, 2023