Work Items

You can use the Work Items tab to create, track, and assign work items. Work items can help project managers track and assign work that may not fit into task plan.

The upper pane of the Work Items tab is used to view existing work items and information about them. New work items can be created. Existing work items can be modified. The default columns in the upper pane are: Name, Start (Plan), Finish (Plan), Duration (Plan), Work (Plan). You can add additional columns to the upper pane by clicking the Properties button. Use the Filters tab to select specific tasks. Use the View Settings tab to adjust the Gantt chart or the timeline bar.

The lower pane of the Work Items tab has two tabs: Labor Assignments and Details.

Adding a work item

A work item, once created, can have a resource assigned or allocated to it.

To add a work item

Open the Projects module.
Select the Work Items tab.
Click New Work Item.
In the New Work Item dialog box, enter a name. The following fields are optional: Start (Plan), Finish (Plan), Duration (Plan), Work (Plan), Cost (Plan), Remaining Work, Percent Work Complete, and Description.
Click OK.

Deleting a work item

Any work item can be deleted. When a work item is deleted, any assignments made to that work item are also deleted.

To delete a work item

Open the Projects module.
Select the Work Items tab.
Select a work item.
Click Delete.

Editing a work item

You can change a work item's details, including start and finish dates, assignments, or allocations.

To edit a work item

Open the Projects module.
Select a work item.
Select the Work Items tab.
Make your changes.
Click Save.

Pulling in timesheet actuals

You can pull timesheet actuals into a task. This adds data from timesheet actuals to the selected task, such as actual start date and work.

To pull timesheet actuals into a work item

Open the Projects module.
Select a work item.
Select the Work Items tab.
Select a work item.
Click Pull Timesheet Actuals.

Viewing a work item

Work items can be viewed from in the Work Items tab. Select a work item to view its details, assignments, and allocations.

To view a work item

Open the Projects module.
Select a work item.
Select the Work Items tab.
From the list of work items, select a work item. The details for that work item will be available in the lower pane.