Working with Activity Steps

How can I use activity steps?

Activity steps make it possible to describe and report progress for activity work at a more granular level of detail. If you have privileges to edit activities, you can add individual steps to activities, or you can add predefined groups of steps based on templates that have been defined for your organization. You can specify a weight for each step to show how much work for the activity is contained in a step.

Activity step templates

Step templates enable an organization to define groups of steps that can be shared by many projects. By creating templates for groups of activity steps that are relevant in many projects, an organization can streamline data entry and ensure that work is identified consistently throughout the organization.

In P6, when adding steps to an activity, you can choose from a list of available templates. You can use more than one template, but you can add steps from only one template at a time.

If you use a template to add steps to an activity, you can edit the step details but not the step name.

Weighted activity steps

To indicate the portion of activity work that a single step represents, you can assign it a numerical value, or weight. Once work for a step is underway, Primavera can use the step weight and the reported progress of step work (Step Percent Complete) to calculate the percentage of total work that has been completed for the activity (Activity Percent Complete).

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