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

Resources tab
See all item resources. Click Add new to add a resource. Click Remove to remove a resource.

Advanced Edit
General tab
Your fields may differ per your environment's configuration.
- Name
- Percent Complete
- Duration
- Start and Finish Dates
- Effort

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.

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.

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.
