To enter general information about an item, including its name, description, manager, start and end dates, and status:
- On the General tab of the Item Wizard, enter the following information:
- Name: The name of the item.
- Description: A brief description of the item. This description can include hypertext.
- Manager: The project manager who manages the item. Select a manager from the drop-down list.
For information on adding new users, refer to Users.
- Start: The date the item is scheduled to start. Either enter a date in format m/dd/yyyy, or use the date picker to choose a date.
- End: The date the item is scheduled to be completed. Either enter a date in the format m/dd/yyyy, or use the date picker to choose a date.
- Status: The status of the item. Each item can have a status of Open, Closed, or Candidate.
Note: The status of an item may determine whether it is included in specific vertical functions (e.g. sum, average). This depends on the definition of each function. For more information about functions, refer to Vertical Function.
- Select Next to proceed to the next tab of the wizard, or select Finish to save the item and exit the wizard.