View and edit work items from the Work Plan Grid

The General tab shows general item information like:

See all item resources. Click Add new to add a resource. Click Remove to remove a resource.

See all item dependencies. Click the Add (+) icon to add a dependency, or the Remove icon to remove dependencies.

Add and edit notes on the item as needed.

Your fields may differ per your environment's configuration.

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.

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.

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.

View or edit the following fields as needed. Your fields may differ per your environment's configuration.

Add and edit notes on the task as needed.