Modules and Views → Projects → Manage Items

Manage Items

A work item is any entity within your organization to which personnel, finances, and time can be allocated. A work item is defined as a project, a portfolio, an Agile project (including backlogs, features, and sprints), a product, a program, an application, a service, a request, or an asset. A work item can be scheduled, tracked, modeled, compared, reported against, managed, analyzed, and assigned. Every work item is placed in a hierarchical structure called the work item tree that orders each work item in relation to its parent work item, any peer items, and every child work item.

Adding a new work item

When creating a work item, identify the type of work item you are creating, and define the work item summary data.

To add a new work item
  1. Open the Projects module.
  2. Select a work item from the work item tree under which you want to add a new work item. Right-click and select New.
  3. In the New Investment dialog box, select the work item type.
  4. Click Save.

Adding a new work item from a template

You can add a new work item using a work item template. Choose the type of work item that you want to create and then select the template from a list of templates. Finish entering summary details using the New Investment dialog box.

To add a new work item from a template
  1. Open the Projects module.
  2. Select a work item in the work item tree under which you want to add a work item. Right-click and select New from Template.
  3. In the New Investment from Template dialog box, select the work item type, a work item template, and (if the template contains a task plan) the date on which starting and ending dates will be based.
  4. Click Save.

Copying a work item

You can copy an existing work item, modify its summary data and properties, create a new work item, and then place it anywhere in your portfolio.

To copy a work item
  1. Open the Projects module.
  2. In the work item tree, select the work item you want to copy, right-click and select Copy.
  3. In the Move/Copy Investment dialog box, under Options, select Make a copy and choose whether you want also copy any related documents, any child work item, or tasks. If you copy tasks, select the date upon which the summary task in the copied work item will begin.
  4. Click OK.

Deleting a work item

If you no longer need a work item, you can delete it.

To delete a work item
  1. Open the Projects module.
  2. Right-click the work item tree, select a work item, and click Delete.
  3. In the Delete Investment dialog box, select the Include Children check box if you would like to delete the selected work item and any work item indented below it.
  4. Click OK.

Editing a work item summary

You can modify the properties of a work item.

To edit a work item summary
  1. Open the Projects module.
  2. Select a work item.
  3. Select the Summary tab.
  4. Make your changes.
  5. Click Save.

Moving a work item

You can move any work item around in the work item heirarchy. The simplest way to move a single work item is to drag-and-drop it into the location in the heirarchy that you want it to be.

The Move Investment dialog lists every work item that you are authorized to view. When you select a work item for a report or a notification, the selection applies to that work item and any work item below it in that branch of the tree view. When you select a work item for include/exclude or self-allocating activities, the selection applies only to that work item.

You can also enter in a word or phrase and click Search to display a list of matches for your search criteria. You can easily alternate between the tree view and the search results by clicking the Show Tree or Show Search Results, depending on the current view.

To move a work item
  1. Open the Projects module.
  2. In the work item tree, select the work item you want to move, right-click and select Move/Copy.
  3. In the Move/Copy Investment dialog box, select the location in the work item tree under which the work item will be moved.
  4. Click OK.

Viewing work item properties

Use the Investment Properties dialog to view and modify work item properties.

To view work item properties
  1. Open the Projects module.
  2. Right-click the work item tree and select Properties to open the under Investment Properties dialog box.