This article explains how to use the Quick Edit and Advanced Edit menus in the Work Plan to manage your schedule.
Right click a work item to open the item contextual menu.
The General tab shows general item information like:
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Item Information
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Item Description
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Item Schedule
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Item Effort
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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.
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Name
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Percent Complete
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Duration
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Start and Finish Dates
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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.
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Calendar
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Manually Scheduled: checkbox
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Scheduling Mode
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WBS Code
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Constraint Type
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Constraint Date
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Status
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Complete
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Work Type
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Iteration
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Estimated Cost
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Estimated Revenue
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Etc.