Access Planning Items from Master Log - Business Processes node

The Master Log - Business Processes node can list all planning items at the project/shell 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 project/shell planning item records from the Master Log - Business Processes node. The Master Log - Business Processes node is in the Home workspace. 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 workspace.

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 workspace 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.

To access Master Logs

See Also