To access the Action Item dialog box in order to add a new action item for the item:
- In the Action Items tab, click New. The General tab of the Action Item dialog box appears.
- Enter action item information as required, in the following fields:
- Action: Enter a descriptive name for the action item.
- Owner: From the drop-down list, select the user responsible for the action item.
- Approver: From the drop-down list, select the user who is to approve the completion of the action item.
- Start Date: Enter the start date for the action item in the format mm/dd/yyyy, or select the start date from the drop-down calendar.
Note: Depending on your locale setting, the format you use for entering dates may be different.
- Due date: Enter the date by which the action item is to be completed.
- Link: Enter the web address of a web site related to the action item or a location within the system. For information on how to obtain a PPM link, refer to Obtaining a Primavera Portfolio Management Link.
- Description: Enter a brief description of the action item. You can include hypertext in the description.
- Alert when action item created/modified: Check this option to have an e-mail alert sent when an action item is created or modified.
- Click Edit Alert to open the Message step of the Alert wizard. For information on the Alert wizard, refer to Step 5: Defining the Alert Message Information in Configuring Alerts and Notifications.
- To set or view the action item's security permissions, click Security. The Security tab of the Action Item dialog box is displayed. For information on security permissions, refer to Security.
- Click OK. The Action Items tab is refreshed, and the new action item is displayed.