How to Add Activity Steps in Primavera P6

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How to Add Activity Steps in Primavera P6

To add, edit, or delete activity steps
  1. In the Activity Steps dialog:
  • To add an individual step, click Add step. Click in the appropriate fields to modify step details. You are able to add as many steps as necessary. Each step for an activity must have a unique name.
  • To add steps from a template, click Add steps from template. All of the steps defined in the template are added to the activity. You are able to assign multiple Activity Step Templates to a single activity, but you are able to assign only one template at a time.
  • To change the order of listed steps, select the step you want to move, then use the Up arrow or Down arrow arrows to change the step’s position in the list.
  • To edit step details, click in any field, then edit the contents as necessary. For steps added from a template, you are not able to edit the step name.
  • To delete a step, select the step you want to delete, then click Delete. To delete multiple steps, use Ctrl-click or Shift-click to select the steps you want to delete.

Tip: While the dialog is open, you are able to continue to select activities in the Activity Table and work with activity steps for the activities you select.

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  1. Click OK to close the dialog and keep your changes, or click Cancel to close the dialog without retaining your changes.
  2. If you chose to keep your changes, on the Activities toolbar, click Save (Ctrl+S) to save your changes, or click Cancel (Ctrl+Z) to cancel your changes.

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