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.
The General tab shows general item information like:
- Item Information
- Item Description
- Item Schedule
- Item Effort
- Item Financials
See all item resources. Click Add new to add a resource. Click Remove to remove a resource.
See all item dependencies. Click the Add (+) icon to add a dependency, or the Remove icon to remove dependencies.
Add and edit notes on the item as needed.
Your fields may differ per your environment's configuration.
- Percent Complete
- Start and Finish Dates
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.
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.
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.
View or edit the following fields as needed. Your fields may differ per your environment's configuration.
- Manually Scheduled: checkbox
- Scheduling Mode
- WBS Code
- Constraint Type
- Constraint Date
- Work Type
- Estimated Cost
- Estimated Revenue
Add and edit notes on the task as needed.