Properties

Use the Properties dialog box to view the properties for a project, release, sprint, task plan, or any other item or work type that is currently in the application.

Viewing work type properties

Use the Investment Properties dialog to view and modify the properties of a work type.

To view work type properties
  1. Open the Projects module.
  2. Select the work type in the navigation tree.
  3. Select More, and then choose Properties.

Tab: Attribute History

The Attribute History tab in the Properties dialog box is used to view the history of changes made to an attribute.

Tab: Connector

The Connector tab in the Properties dialog box is used to view connector details.

The following fields are available from the Connector tab in the Properties dialog box:

Fields Description
Connector Name

The names of the connections that are used to provide data for this work item. A connection is made using a recurring tasks, configured from the Jobs tab in the Scheduled Services view.

Last Refreshed

The date and time when a work item was last updated. The frequency of updates is determined by the connection properties that have been configured for the recurring task.

Tab: General

The General tab in the Properties dialog box is used to general information about a project, release, task, task plan, or any other item or work type in the application.

The following fields are available from the General tab in the Properties dialog box:

Fields Description
Created By

The name of the resource who initially created the task, task plan, work item, and so on.

Created Date

The date on which a task, task plan, work item, and so on, was created.

Hide On Timesheet

Indicates whether tasks related to this work item will appear in a resource's timesheet. If selected, then the task will not appear in a resource's timesheet.

Item Name

The name of the work item.

Item Type

The the type of work item. If the work item is task-based, then the list will contain task-based work item types. If the work item is activity-based, then the list will contain activity-based work item types.

Last Modified By

The user name of the person who made the most recent changes to the task, task plan, or work item.

Last Modified Date

The date on which the most recent changes were made to the task, task plan, or work item.

Lock Completed Assignments

Indicates whether resources are prevented from submitting time against a task or work item that has been marked as complete.

Self Allocation Allowed

Indicates whether a resource is allowed to allocate himself or herself to an item. The default setting for this option is inherited from the item type, but the setting can be configured on a per-item basis. If self-allocation is allowed, then self-assignment is also allowed. Select this option when you want resources to be able to self-allocate to this item.

Self Assignment Allowed

Indicates whether a resource is allowed to assign himself or herself to a task or work item, and any activities associated with them. The default setting for this option is inherited from the item type, but the setting can be configured on a per-item basis. If you want to allow self-assignment, but disallow self-allocation, then select this option and de-select Self Allocation Allowed.