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Using Activity Steps in Primavera P6

A step is simply some lower-level detail about an activity.  Primavera P6’s steps function allow the scheduler to break down an activity into smaller units of work. The scheduler can add individual steps to activities, or add predefined groups of steps based on templates that have been defined for the organization.

Activity steps make it possible track work that cannot easily be sequenced. For example, you have an activity to install several servers in different locations and you have been told that only one server will be installed at a time due to the available resources. However, no one knows the order in which the servers will be installed. So there is not predefined sequence, how do you solve this?  It is simple; you can list the servers as Activity Steps.

Using Activity Steps

Before using Activity Steps, two conditions must be met.

A. The project’s calculations tab must have the “Activity percent complete based on activity steps” option checked.

–  Select the open project for the respective project on which you are working.

–  Click the calculations tab in the bottom layout.

–  Select “Activity percent complete based on activity steps” checkbox.

B. The percent complete type for the activity must be set to Physical.

In the activities view, select the activity to which you want to add steps. In the General tab, set the % Complete Type  field to Physical

Adding Steps to an Activity

Select the activity you want to describe in more detail with steps. As an example, we select the  Define Business Requirements Activity  in the Data Centre Consolidation project. Select the Step tab in the bottom layout and then click on the + Add button in the Steps tab to add a step to the activity. “Adding Steps can be done manually or by clicking the add from template button, which will trigger a list of pre-defined list of step templates “

In our example, we have added these step:

  1. Review scope and objectives as stated in the Project Charter document.
  2. Conduct business requirements meeting with team
  3. Create outline of requirements
  4. Clearly define the business requirements
  5. Business Requirements Document should be routed for review and approval

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