This article explains how to use the Quick Edit and Advanced Edit menus in the Work Plan to manage your schedule. As of June 2026, all resource types will be visible providing a unified assignment experience.
Right click a work item to open the item contextual menu.
The General tab shows general item information like:
- Item Information
- Item Description
- Item Schedule
- Item Effort
- Item Financials
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.
Your fields may differ per your environment's configuration.
- Name
- Percent Complete
- Duration
- Start and Finish Dates
- Effort
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.
- Calendar
- Manually Scheduled: checkbox
- Scheduling Mode
- WBS Code
- Constraint Type
- Constraint Date
- Status
- Complete
- Work Type
- Iteration
- Estimated Cost
- Estimated Revenue
- Etc.
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