Add steps to activities

For unique, activity-specific steps, you can add steps to activities as described below.

When connected to a P6 EPPM database: For general, repeatable groups of steps, you can assign templates (including steps, weights, and descriptions) created using P6 to activities.

When connected to a P6 Professional database: For general, repeatable groups of steps, you can convert existing steps to a template, create activity step templates, and assign templates.

1. Choose Project, Activities.
2. Select the activity to which you want to add a step.
3. Display Activity Details, then click the Steps tab.
   To display the Steps tab, click the Layout Options bar and choose Bottom Layout Options. In the Available Tabs section, select Steps, click  , then click OK.
4. Click Add.
5. Type the name of the new step.
6. Click Modify to type a description of the 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.
   
7. Position the step within the listed steps for the activity.
   To move the step to an earlier stage of the activity, click .
   To move the step to a later stage of the activity, click .

Tip

• Use activity step user-defined fields (Enterprise, User Defined Fields) to enter start and finish dates, cost, or text you would like to display for the step. To add step UDF columns to the Steps tab, right-click in the step area and choose Customize Steps Columns.

Related Topics

Assign activity step templates to activities

Convert steps into an activity step template

Create activity step templates manually

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