Activating a work item type
If a work item type is inactive, you can reactivate it so that it can be used when creating a new work item.
- From the application toolbar, click Setup, and then select Customization.
- Select the Types Setup tab.
- Select the Investment Types tab.
- Choose a work item type.
- Select Active.
- Click Save.
Adding a work item type
Add a new work item type. The work container option allows a work item type to be associated with a specific work hierarchy. The team option allows a work item type to represent an Agile team (to which an assignable work item can be assigned). Once a work type is set to be a work container or a team, it cannot be changed.
- From the application toolbar, click Setup, and then select Customization.
- Select the Types Setup tab.
- Select the Investment Types tab.
- Click New.
- Name the work item type. Select an icon and/or a color to which the work item type will be associated.
- Select Active to make this work item type available; only an active work item type can be used to create a new work item.
- Select Creatable to make this work item type available in the New Investment dialog box and in the Investment Type list on a work item request page. Use this option to limit the available work item that can be created.
- Under Type, select the work type option: None, Work Container, or Team.
- On the Attributes tab, move the attributes you want to be associated with this work item type to the right column. Required attributes cannot be removed.
- On the Containment tab, select the work item type's parent and child work item types. A work container cannot have a work container as a child work item type.
- On the Set Views tab, associate the views that will be available in the Projects module when team members are working on this work item.
- Click Save.
Deleting a work item type
A work item type can be deleted as long as it is not being used by an existing work item. If a work item type is being used (or may be used again) by a work item, you should inactivate it.
- From the application toolbar, click Setup, and then select Customization.
- Select the Types Setup tab.
- Select the Investment Types tab.
- Select a work item type and click Delete.
Editing a work item type
Find a work item type on the Investment Type tab of the Types Setup tab, make the changes that need to be made, and then click Save.
- From the application toolbar, click Setup, and then select Customization.
- Select the Types Setup tab.
- Select the Investment Types tab.
- Make your changes.
- Click Save.
Inactivating a work item type
A work item type can be inactivated. This prevents them being available whenever a list of work item types is used and it helps preserve historical data associated with that work item type.
- From the application toolbar, click Setup, and then select Customization.
- Select the Types Setup tab.
- Select the Investment Types tab.
- Under Investment Types, select a work item type.
- De-select Active.
- Click Save.
Viewing a work item type
A work item type is shown on the Investment Types tab in the Types Setup tab.
- From the application toolbar, click Setup, and then select Customization.
- Select the Types Setup tab.
- Select the Investment Types tab.
- Select the work item type in the list.