This article explains how to view and edit work items from the Work Plan Grid.
Work item contextual menu
Right click a work item to open the item contextual menu.
Quick Edit
General tab
The General tab shows general item information like:
- Item Information
- Item Description
- Item Schedule
- Item Effort
- Item Financials
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Resources tab
See all item resources. Click Add new to add a resource. Click Remove to remove a resource.
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Dependencies tab
See all item dependencies. Click the Add (+) icon to add a dependency, or the Remove icon to remove dependencies.
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Notes tab
Add and edit notes on the item as needed.
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Advanced Edit
General tab
Your fields may differ per your environment's configuration.
- Name
- Percent Complete
- Duration
- Start and Finish Dates
- Effort
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Predecessors tab
Here you see any existing predecessor relationships, for which this item is the predecessor/dependent task. To add a new link, click the Add new button. To remove a relationship, click the Remove button.
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Successors tab
Here you see any existing successor relationships, for which this item is the successor task. To add a new link, click the Add new button. To remove a relationship, click the Remove button.
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Resources tab
Here you see the assigned resource(s). You may change the resource assigned and you may update % units. Click next to the resource name or the % units to activate the drop down menus.
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Advanced tab
View or edit the following fields as needed. Your fields may differ per your environment's configuration.
- Calendar
- Manually Scheduled: checkbox
- Scheduling Mode
- WBS Code
- Constraint Type
- Constraint Date
- Status
- Complete
- Work Type
- Iteration
- Estimated Cost
- Estimated Revenue
- Etc.
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Notes Tab
Add and edit notes on the task as needed.
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