OnePlan

View and edit work items from the Work Plan Grid

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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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