Steps Tab of the Schedule Analysis View

Activity steps are similar to milestones and can add significant value to project scheduling. A scheduler can assign several steps to an activity and weight each step to apportion its value compared to other steps. Steps allow you to measure the progress of an activity objectively. When a step is completed, the weight on the step is used to calculate the Physical Percent Complete on the activity, which in turn is used to calculate the earned value.

The steps displayed on this tab follow the order defined in the schedule. You can click a column heading to sort the grid, but the sort is not remembered and reverts to the Primavera P6 or Open Plan order when you move to the next activity or return to the view. You cannot insert or delete steps in the grid.

Step notes that are added in Open Plan and Primavera P6 do not display in PM Compass.

All steps are set to Complete/100 % when you:

Enter an activity actual finish date
Progress an activity to complete

This tab is read only and is only visible when the project, or subproject, is linked to a Primavera P6 (or higher) or Open Plan 8.2 (or higher) schedule.

Steps Grid

Grid Toolbar

Option

Description

Steps

Click the drop-down arrow to display the following options:

Print: Select this option to display the Print Preview form.
Export to Excel: Select this option to open the Microsoft Excel application with the grid’s contents displayed.
Enable Grouping: Select this option to set a field that will be used to group the records in the grid. You can then drag a column heading from the grid that will be used as the main grouping field.

Grid Columns

Field Name	Description
Step Name	This column displays the name of the step.
Step Weight	This column displays the step weight. This field, together with Step % Complete, is used in the Physical % Complete calculation.
Step Weight %	This column displays the step weight as a percentage. Since the step weights do not have to add up to 100, use this field to determine the relative weight of the step.
Step % Complete	This column displays the percentage complete for the step (for example, 16.32%).
Completed	This column displays whether or not the step has been completed.
Notes	This column displays the first 100 characters of the notes entered for a step. The notes are displayed as a hyperlink. Click the hyperlink to display the Note dialog box, which you use to view the full notes entered.

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