Add a Reason

Use reasons to provide additional information about a contract change or task recommitment.

To add a reason:

  1. In the object selector, select a workspace.
  2. In the sidebar, select Summary & Settings.
  3. On the Summary & Settings menu, select Dictionaries, and then select Reasons.
  4. On the Reasons page, select Add.
  5. In the new row, complete the following fields:
    • Abbreviation: Enter an abbreviation for the reason.
    • Name: Enter a description for the reason.
  6. In the panel, choose to make the reason available to the following objects:
    • Changes: The reason is available when adding a change to a contract.
    • Task: The reason is available when recommitting to tasks.
  7. Select Save.
  8. In the Summary & Settings panel, select Close.

Tips

This setting is used in the following apps:

Tasks