This section and its associated topics explain how to access the Edit Action Items dialog box, where you can edit action item information or indicate that the action item has been completed. This section also describes how to access the item management workbook, where you can view and edit item information.
Each line in the Action Items table represents an action that must be performed in an item. In the Action Items tab, you can view and edit action item information, and access the item workbook.
The Action Items table includes the following information for each item:
- Indicates that the action item is complete. - Item Status Icon: An icon that represents the status of an item. For more information on status icons, refer to Filtering the Items View by Status, in Working with Investor Maps.
- Item: The item for which the action item must be completed.
- Action Item: The name of the action item to be completed.
- Owner: The owner of the action item.
- Link: A link to a relevant web site or internal document, as required. You can also enter a link to a page within the PPM application. For information on obtaining a link, refer to Obtaining a Primavera Portfolio Management Link in Working with Management Workbooks.
- Due date: The date by which the action item must be completed.
Note: Due dates that have not been met appear in red.
In addition, a Summary Row along the bottom of the Action Item table provides a summary of the information in the Action Items tab, including the total number of action items, the number of action items that are overdue, and the action items that have already been performed.
The To-Do module enables you to access the Action Item dialog box in order to edit action item information and indicate that the action item has been completed. You can also access the item workbook in order to enter, modify and view item information.