Updating Progress on Steps

Update your steps to record your progress.

To update progress on a step:

  1. Select an activity.
  2. On the Activity Details tab of the progress panel:
    1. Expand the Steps section.
    2. Select More (Ctrl+Alt+M) to view all steps, if all steps are not visible.
    3. In the % Complete field, enter a percentage value for your work complete.
    4. Optionally view and change the values for user defined fields associated with the step.
    5. If you are finished with the step, either:
      • Enter 100 in the percentage field.
      • Select "" Complete Step (Ctrl+Alt+C).
    6. Select Save (Ctrl+Alt+Enter).

Tip:

  • Depending on the settings configured by your project manager, your % Complete for the activity may be calculated using steps. Steps either have equal weight or are weighted according to the effort required to complete the step.
  • Depending on the settings configured by your project manager, you may be able to see and edit user defined fields.
  • You can begin reporting progress on your steps for an activity before you start the activity.
  • If you do not see the Steps section, you do not have any steps to complete on this activity and you do not have privileges to add steps to this activity.