Work Item Quick Edit and Advanced Edit Menus

  • Updated

This article explains how to use the Quick Edit and Advanced Edit menus in the Work Plan to manage your schedule.

Work item contextual menu

Right click a work item to open the item contextual menu.

Quick Edit

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General tab

The General tab shows general item information like:

  • Item Information

  • Item Description

  • Item Schedule

  • Item Effort

  • Item Financials

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Resources tab

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

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Dependencies tab

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

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Notes tab

Add and edit notes on the item as needed.

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Advanced Edit

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General tab

Your fields may differ per your environment's configuration.

  • Name

  • Percent Complete

  • Duration

  • Start and Finish Dates

  • Effort

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Predecessors tab

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.

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Successors tab

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.

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Resources tab

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.

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Advanced tab

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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Notes Tab

Add and edit notes on the task as needed.

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