Creating prepopulated work items

From the work item checklist and project tasks, you can use actions to create work items with certain fields prepopulated. The two different actions can be used depending on the source.

To create one or more work sub items from the work item checklist

This feature allows users to create a new work item directly from a checklist line. This is useful for fast generation of work items based on specific checklist line when it needs to be tracked separately.

1. Choose the 🔎 icon, enter Work Items, and then choose the related link.

2. Open a work item that is not already completed.

3. On the Checklist FastTab, select the line where Sub Work Item No. is blank.

4. Choose the Create Work Item action.

   The Work Item page opens with the following fields prepopulated:

   • Title - description from the checklist line
   • Project No. - project from work item to which the checklist belongs
   • Project Task No. - project task from work item to which the checklist belongs

5. Fill in the remaining fields of work item as necessary.

6. The new work item in automatically linked to the original checklist line by populating the Sub Work Item No. with the number of the new work item.

Creating work items from the project task

This feature allows users to create a new work item directly from a project task. This is useful for fast generation of work items based on project task and specific progress.

To create one or more work items from the project task

1. Choose the 🔎 icon, enter Projects, and then choose the related link.

2. Open a project.

3. On the Tasks FastTab, select the line.

4. Choose the Drill-down button next to one of the following fields: Not Started Work Items, In Progress Work Items or Completed Work Items.

5. Page Work Items with filtered view is opened.

6. Choose the New action.

   Tip

   Choose New only on the line which Project Task Type field is of type Posting, because work items can only be created for this type of project tasks, otherwise you can end up with a filtered view on Work Item page that is not showing the specific record until you enter the proper value in the Project Task No. field.

   The Work Item page opens with the following fields prepopulated:

   • Progress - progress based on the field from which the drill-down was triggered
   • Project No. - project from the task line
   • Project Task No. - project task from the task line if drill-down was triggered from the line which Project Task Type field is of type Posting

7. Fill in the remaining fields of work item as necessary.

To create one or more work items from the project task on PGS

1. On the Project Subform FastTab on the Project Plan select the line.

2. Choose the Drill-down button next to one of the following fields: Not Started Work Items, In Progress Work Items or Completed Work Items.

3. Page Work Items with filtered view is opened.

4. Choose the New action

   Tip

   Choose New only on the line which Project Task Type field is of type Posting, because work items can only be created for this type of project tasks, otherwise you can end up with a filtered view on Work Item page that is not showing the specific record until you enter the proper value in the Project Task No. field.

   The Work Item page opens with the following fields prepopulated:

   • Progress - progress based on the field from which the drill-down was triggered
   • Project No. - project from the task line
   • Project Task No. - project task from the task line if drill-down was triggered from the line which Project Task Type field is of type Posting

5. Fill in the remaining fields of work item as necessary.