13:02 19/11/24 How To Use The Activity Steps Feature in Primavera P6?

Primavera P6 CPM Scheduling Services | [email protected]

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LEOPARD PROJECT CONTROLS

HOW TO USE THE ACTIVITY

STEPS FEATURE IN
PRIMAVERA P6

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13:02 19/11/24 How To Use The Activity Steps Feature in Primavera P6?

In Primavera P6, we can break down an activity

into smaller unit works by using the “Activity OUR SERVICES
Step” feature. This feature can be used to assign BASELINE P6
HOMEa lot ofCOMPANY
“steps” withinSERVICES
the same activity instead ofSOFTWARES
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SCHEDULE
creating many additional activities in the
PROGRESS
program. The “steps” can be used to calculate the
UPDATE &
Activity % Complete for an activity based on the
REPORTING
individual weighted value assigned for each step.
The procedures to add “Activity Steps” for activity CONSTRUCTION
and use them to update the progress are as DELAY
below: ANALYSIS
4D
CUSTOMIZE ACTIVITY DETAILS SCHEDULING
TO ADD THE STEPS TAB FREE BID
To add Steps in “Activity Details” in the Bottom SCHEDULE
Layout of Primavera P6, we right-click “Activity DEVELOPMENT
Details” and click “Customize Activity Details.”
Then we select Steps in “Available Tabs,” click
“Add to List” to move the Steps into “Display Tabs” CONTACT US
and click “OK.”
First Name

Last Name
Figure 1: Customize Activity Details
Phone

Email

Subject

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13:02 19/11/24 How To Use The Activity Steps Feature in Primavera P6?

Figure 2: To move “Steps” into “Display Tabs”

Message
Once the “Steps” is moved into “Display Tabs,” it
appears in the “Activity Details” window.
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SUBMIT

Figure 3: “Steps” in the “Activity Details” window.

CONTACT INFO
Then we right-click the Steps tab and click “
Customize Step Columns to add columns for the FLORIDA OFFICE
“Steps.” Then once the program navigates to the  2820 US
“Steps Column” window, we will select the Highway 1 S,
General tab in “Available Options,” and add “Step Suite H,
Name,” “Step Weight,” “Step Weight Percent,” Saint Augustine,
“Step % Complete,” and “Completed” to the Florida 32086
Selected Options by clicking “Add to list.”
NEW YORK OFFICE

 (In LOVE
Building)
1350 Ave of the
Americas, Fl 2
-1063 New York
Figure 4: Customize Step Columns
NY 10019
VIRGINIA OFFICE

 1550 Wilson
Blvd, Suite 700,
Arlington, VA
22209
 [email protected]
 (833) 777-6276
Figure 5: Add Step Columns
 (833) 77-P6CPM

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13:02 19/11/24 How To Use The Activity Steps Feature in Primavera P6?

SETTING UP THE PROJECT FOR  consultleopard.com

STEPS
To make use of the Steps to drive the progress on
an activity, we need to do two things separately.
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The first thing is that we need to change the “%
Complete type” to “Physical” for the activities
containing “Activity Steps.” For instance, we will
select an activity named “Mobilization,” click the
“General Tab” in Activity Details and change the
“% Complete type.” to “physical”.
SEYAR
AZADANI,
Figure 6: To Change “% Complete Type” to Physical for the
PMP
selected activity PRESIDENT
& CEO
The second thing is to checkmark “Activity
percentage complete based on activity steps” for Seyar Azadani has
the selected Project, in the “Calculation tab.” For over 20 years of
instance, we select the project “Mall Renovation” CPM scheduling
by clicking “Enterprise,”, and “Projects,” and and construction
selecting the “Calculations” tab. In the management
“Calculation” tab, we need to check-mark the experience working
option “Activity percentage complete based on with general
activity steps.” Once the above-mentioned option contractors and
is check-marked a message box appears with the project owners,
message “All of the edited physical percent including the
complete values will be recalculated from the USACE, DOT, VA,
steps. Do you wish to Continue?” and we need to Meta, QTS, Turner,
click “Yes.” Donohoe
Construction, and
Whiting-Turner
company. As a
Construction CPM
Scheduling
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13:02 19/11/24 How To Use The Activity Steps Feature in Primavera P6?

Consultant, Seyar
has provided
Primavera P6 CPM
Scheduling services
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for government
GET A QUOTE
agencies and the
Figure 7: To checkmark “Activity percent complete based on
activity steps” private sector,
representing
owners, general
TO ADD STEPS FOR AN contractors,
ACTIVITY IN THE PROGRAM construction
The “Steps” for an activity can be added as new managers, and
or added from the existing templates in architects.
Primavera P6. For instance, to add new steps, we
will select the activity “Mobilization” in the Seyar has proven
program, click “Add” and enter the Step Name. knowledge,
Once we click “Add” the text appears as “ New expertise, and
step” in the “Step Name” column, which can be experience in
edited with a required name. utilizing Oracle
Primavera P6,
Primavera P6 Team
Member, Primavera
Unifier, Bluebeam,
MS Project,
Procore, eBuilder,
Tableau,
Figure 8: To add “New Step” for an activity Navisworks, and
Autodesk Revit. As
We will add the following “Steps” for the activity
a project controls
“Mobilization.” specialist, Seyar
1. Set up Site access and Temporary Road. has assisted Meta
2. Set Up Project Sign Boards. and QTS with Data
3. Set up Labor Rest Area, Toilet, and Wash Center projects,
Area. including new build
4. Delivery and Install Security Cabin projects, retrofit
5. Porta cabins for temporary office
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6. Install Water Tanks and Pipes projects, and leased

7. Install Sewer Lines spaces.
8. Install Generators
9. Lay cables and Power Lines. Seyar has provided
project controls
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services to projects
ranging from civil to
industrial to high-
rise construction,
including hospitals
and healthcare
Figure 9: To add new steps for an activity in the program.
facilities, roads and
The steps added for an activity can be saved as a highways, high-rise
template by selecting all the steps, right-clicking apartment
in the “Steps” tab, and clicking “Create Template.” buildings, and
Then the program navigates to “Create Template commercial
Window” wherein we can enter a name for the projects, utilizing
template as required. Primavera and MS
Project CPM
scheduling tools to
create and maintain
the CPM schedules
for his clients. With
the US Army Corps
Figure 10: “Create Template”
of Engineers
projects, as a
contractor and
construction
manager, Seyar has
built military
facilities, including
Figure 11: “Step Template Name”
completing the
construction of a
The other way to add “Step” is to add it from the
USACE training
existing template in Primavera P6. To do that we
facility, a $200+
click “Add from Template” in the “Step” window.
million project in
The program navigates to the “Assign Activity
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Step Templates” window wherein we can select the capacity of

the required template and click assign it for any project
selected activity in the program. construction
director.
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Seyar has a Master
of Science degree
in Construction
Management from
New York University
Figure 12: Assign Activity Template (NYU) in Jan of
2012 and a
TO ADD STEP WEIGHT AND Bachelor of Science
UPDATE THE ACTIVITY USING degree in Civil
STEPS. Engineering in
Once we enter steps for the activity, weight, and 2004.
% complete for each step are to be assigned to
calculate the “Activity % Complete” based on the
actual progress of “Activity Steps.” For
Seyar Azadani
illustration, we will add weight for each “Step”  
assigned for the activity” Mobilization” in the
program as below:

STEP NAME STEP

WEIGHT
Setup Site access and
2.0
Temporary Road.

Set Up Project Sign

0.2
Boards.

Delivery and Install

0.5
Security Cabin.

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13:02 19/11/24 How To Use The Activity Steps Feature in Primavera P6?

Set up Labor Rest Area,

1.0
Toilet, and Wash Area.

Porta cabins for a

3.0
HOME temporary
COMPANYoffice. SERVICES PROJECTS SOFTWARES GET A QUOTE

Install Water Tanks and

0.7
Pipes.

Install Sewer Lines. 0.5

Install Generators. 0.7

Lay Cable and Power Lines. 0.5

Table 1 : “Step Weight”

Once the weight for each step is assigned as

mentioned above, the Step Weight Percentage is
calculated automatically by Primavera P6 based
on the assigned weight for each step. Then we
will update the “% complete” for each step. Once
the above-mentioned data is assigned for each
step, the “Performance % Complete” for a
selected activity is calculated by Primavera P6
based on “the step weight” and “step %
complete.” Accordingly, for the activity
“Mobilization,” the “Performance % Complete”
calculated by Primavera P6 is “58.24%” (see
Figure 13). Note that the “Performance %
Complete” calculated by Primavera P6 based on
the aforesaid data of “Activity Steps” is “Physical
% Complete.”

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Figure 13: Assign Weightage and % Complete for each

“Activity Step”

CONCLUSION:
The ”Activity Steps” feature helps to cut down on
the intricacy of the large schedule and allows us
to add more definitions for the activities.
Furthermore the “Activity Steps” are useful to
track the progress of complex activities based on
the weightage of each sub-activity, instead of
manually entering the “% Complete” for the
Activity in progress.

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