Manage steps in an activity constraint

A constraint (work that must be cleared before a task can be done, such as getting site access) is made of one or more steps (one part of a constraint). Steps are the actual prerequisites under a constraint: the individual pieces of work done to complete it.

• The last step's due date is the activity constraint's due date.
• In the detail view's Overview tab, each step shows its Status, its base and expected Due Date and its assignee.
• In the Gantt chart, a step that is not done shows as an empty circle with a grey outline. A done step is a filled green circle.

Edit a step

1. Double-click the constraint circle to open its detail view.
2. Hover over the step and click Edit step (pencil icon). The pencil does not show for steps due before the Lookahead start.
3. To assign a user, select them.
4. To change the due date, pick a date in the expected Due Date. It cannot be earlier than the previous step or the Lookahead start. Non-working days are blocked.
5. To set the status, click the round mark to set Done or Not Done. For Done, select the date the step was done. It cannot be after today: a future date changes to today.
6. Click the tick button to save.

The same detail view is used in the Masterplan and the Lookahead, so you can edit steps in both.

Delay icons

When a step is delayed, a running man icon shows it.

• Running man with only a red outline: the constraint is delayed, but the activity or task start date is not affected. There is still enough time between the constraint and the activity or task for the ETA.
• Solid red running man: the constraint's delay has affected the activity or task.