OnePlan

View and edit work items from the Work Plan Grid

Updated

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.

Dependencies tab

See all item dependencies. Click the Add (+) icon to add a dependency, or the Remove icon to remove dependencies.

Notes tab

Add and edit notes on the item as needed.

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.

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.

 

Notes Tab

Add and edit notes on the task as needed.

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