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 tab. 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 projects/shells. 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, you will not see the Master Log - Business Processes node in the Home tab.

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 tab.
In the left Navigator, select Master Log - Business Processes (or Master Logs - Planning Items).
Select the name of the item you want to access.

See Also