Steps Detail Window of the Activities Page

Overview

Use this detail window to add new steps, add a predefined group of steps, remove or revise a step, or report completed progress. Select the step name to edit it.

Screen Elements

Add

Adds a new row to the list.

Assign... button

Opens the Select Activity Step Template dialog box.

Customize View

Opens the Customize View dialog box.

Row Actions menu

Add: Adds a new item to the list.

Delete: Deletes the selected item.

Move Up: Moves an item up the list.

Move Down: Moves an item down the list.

Step Name field

The name of the activity step which is unique to the activity.

Step % Complete field

The completed percentage for each step.

Step Weight field

The weight assigned to the step.

Step weight indicates the step's importance to the activity. The higher the value, the greater the importance. Step weight is used to calculate Physical Percent Complete and Activity Percent Complete.

If you do not enter a step weight, the application assigns the step a default weight of one.

Step Description field

The brief narrative for the step.

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

Completed option

Determines whether the step has been completed.

Step Weight Percent field

The step weight as a percentage.

Calculated as (Step Weight divided by Sum of Weight for all steps) multiplied by 100.

Getting Here

Click Projects.
On the Projects navigation bar, click Activities.
Select an activity and click the Steps detail window.

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