The Master Log - Business Processes node can list all planning items at the shell/project level in separate nodes for each type.
Note: The name of the Master Log - Business Processes node can be customized.
If you are an active member of the project, shell, or sub-shell, and you have permissions, you can access shell/project planning item records from the Master Log - Business Processes node. The Master Log - Business Processes node is in the Home page. The Master Log - Business Processes node allows you to access all or a subset of records of the same type, in a single log that spans multiple shells/projects. Also, you can create and use saved searches under the Master Log - Business Processes node.
Note: If you do not have permissions to view any of the business process types listed under the Master Log - Business Processes node, then you will not see the Master Log - Business Processes node in the Home page.
Records are listed under the Master Log - Business Processes node by planning item type. The Master Log - Business Processes node can be renamed by your Administrator, and access to the node depends on permissions.
Depending on permissions, you can perform these actions on records listed in a Master Log:
- Create a new record
- Edit an existing record
- Perform bulk edits on records
You can also save searches of records in the Master Logs as needed.
To access Master Logs
- Go to the Home page and click Master Log - Business Processes node (or Master Logs - Planning Items node) in the left Navigator.
- Click the name of the planning item you want to access.