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
![](https://media.screensteps.com/image_assets/assets/004/853/790/original/a00ff563-dfca-46c1-94da-d0a71b263577.png)
Resources tab
See all item resources. Click Add new to add a resource. Click Remove to remove a resource.
![](https://media.screensteps.com/image_assets/assets/004/853/792/original/820add82-d504-4e5e-9f27-9c92273acc1c.png)
Dependencies tab
See all item dependencies. Click the Add (+) icon to add a dependency, or the Remove icon to remove dependencies.
![](https://media.screensteps.com/image_assets/assets/004/853/794/original/a9274fd2-9ca8-47cb-a063-22d5a7ba7169.png)
Notes tab
Add and edit notes on the item as needed.
![](https://media.screensteps.com/image_assets/assets/004/853/796/original/7c3bd0e4-e714-4926-aa95-d5110b5b557d.png)
Advanced Edit
General tab
Your fields may differ per your environment's configuration.
- Name
- Percent Complete
- Duration
- Start and Finish Dates
- Effort
![](https://media.screensteps.com/image_assets/assets/004/853/801/original/f0affc53-2473-47eb-96be-e43454423eda.png)
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.
![](https://media.screensteps.com/image_assets/assets/004/853/803/original/424b5ed1-86ef-4c63-a443-c31aae7c154a.png)
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.
![](https://media.screensteps.com/image_assets/assets/004/853/805/original/f8b8a1ea-53f5-49ca-bb61-74632ea09523.png)
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.
![](https://media.screensteps.com/image_assets/assets/004/853/808/original/3f8ca86e-0a38-4bc1-bf72-1db3ae5aa155.png)
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.
![](https://media.screensteps.com/image_assets/assets/004/853/811/original/20c5b058-48c6-4e6a-931e-648aea3e949d.png)
Notes Tab
Add and edit notes on the task as needed.
![](https://media.screensteps.com/image_assets/assets/004/853/815/original/231b9bc7-2b2b-4efb-88b0-d5e01e3e5f08.png)