Work Items
From Clarizen
“Work Items” is a generic term that encompasses projects, milestones and tasks.
The Work Items page contains a centralized view of all of your related work items, allowing you to access data across projects.
The Work Items page allows you to navigate and manage work items that you are assigned to as a Reviewer, a Resource, Manager or Project Manager (see Project Roles)
Contents |
Work Items Panel
The work items panel displays a flat list of work items from across all projects within a grid. The list can be filtered and sorted through to display specific work items of interest.
Filtering and Sorting
Filtering/sorting can be done using the show toolbar or by clicking on individual columns in the grid.
Show Toolbar
The show toolbar allows users to filter through work items that are displayed in the grid below.
- The first drop down in the toolbar, labeled "Show", enables users to select the specific work items of interest, either projects, milestones, tasks or all work items.
- The next drop down, labeled "that are" is used to select the state of the work items of interest.
- The "where" drop down is used to select your role within the work item.
- The last drop down displayed in the Show Toolbar, labeled "Columns" allows you to choose exactly what columns are shown in the grid. The views can be customized by individual users within the organization.
- Users can also use the Search box located within the Show Toolbar to search for work items containing the terms of interest.
Filtering from Grid Columns
You can easily filter and sort through the flat list of work items by clicking on individual column headers within the grid itself, and then selecting your filtering/sorting method from the pop up window (as seen in the picture above).
Once a filter has been set for one of the columns, it will be labeled as such, allowing you to view what columns are filtered and change/remove as needed.
Toolbar
The toolbar allows you to preform actions on selected work items in the grid.
The following list describes each action in order from left to right:
- "Go To" will direct you to the Work Breakdown structure of the selected work item
- "State Change" allows you to change the state of the selected work item(s)
- Delete the selected work item(s)
- Copy the selected cell
- Paste the selected cell
- View a Gantt Chart of the selected work item(s)
- The collaboration view shows you a full list of all collaboration items in the selected work item, displayed within the hierarchal view of the project plan itself.
- Displays the roadmap view of the selected work items
- Shows the resource calendar of the assigned resources in the selected work item(s)
- Allows you to select from a drop down work item team members to email
- The "More Actions" drop down allows you to save Milestones or Projects as templates, export a project to MS Project, move a work item to a different parent Project and subscribe to the iCal feed of the selected work item(s).
Work Item Grid
The grid will display a flat list of your work items based on your filtering options.
Within the grid you have the ability to update work item progress, view and add any collaboration items, and edit any of the available fields.
Right clicking on any of the work items within the grid view will open up a right click menu with a multitude of options.
Double clicking on the work item icon will direct you into the work breakdown structure of the selected work item.
Work Items Info Card
Clicking on any of the tabs on the info card will open up a side panel and give you a detailed view of the following linked entities (from top to bottom):
Resources and Reviewers
Split into two tabs, Resources and Reviewers, this view will give you the ability to view the users linked to the work item selected.
At the top of the pane, you can see both the assigned Project Manager and Manager.
Resources
From this view you can now add and remove resources to the work item and view the resource load view of the selected resource(s).
The grid below will display all resources assigned to the work item as well as their maximum project availability, which can be changed manually or through the personal calendar.
Prices and Rates
Clicking on the Price and Rates icon allows you to set work item specific billing rates for resources, or set a fixed price.
These rates will be used when calculating the billing rates, or fixed cost, during the project execution.
Note: the Price and Rates icon is only visible to financial user
Reviewers
From this view you can now add and remove reviewers to the work item.
The grid below will display all reviewers linked to the work item as well as the Role of the reviewer within the project itself.
The Role type can be changed using the drop down list within the grid itself.
Job Titles
The Job Titles tab is only available on the Project level is visible to financial users (see User Permissions).
This tab allows financial users to modify the billing rates for Job Titles specifically for the selected Project.
If you have already defined job titles in your organization, and you need to modify the default rates specifically for this project, add it to the table and modify the rates within the table.
These changes will apply to all users assigned within the project with those job titles.
Customers
Customers can only be linked to Projects, and therefore, this tab is only available when a Project is selected from the grid view.
The customer tab displays all customers linked to the Project selected and allows you to add or remove customers as well as add a new customer into the system.
The grid below displays the customer ID, Name and Cost Allocation (%).
Dependencies and Progress Impacts
Shows a full list of dependencies and progress impacted work items linked to the selected work item.
In this tab you have the ability to add and remove both dependencies and progress impacts and view a details of the linked items.
Attached Documents
Shows a list of all documents linked to the selected work item, and gives the ability to add a new document, delete, and view the collaboration view.
The grid will show document details including the document type, name and who attached the document to the work item.
Notes and Posts
In the Notes and Posts tab you have the ability to add new notes and create a new post for the selected work item as well as delete them, email them to team members or individuals and view the collaboration view for the work item.
The grid below shows the full list of attached notes and posts including details of the linked collaboration items.
Emails
The emails tab displays a full list of all emails linked to the selected work item.
This list includes all email threads that originated from the work item, and were later responded to via your email accounts outside of the system.
Alerts
Displays a flat list of all alerts that are linked to the selected work item
Finance
The finance tab is displays currencies used within the work item as well as a full list of all expense sheets linked to the work item.
The expenses tab allows users to create new expense sheets or edit any existing expense sheets.
Issues
Split into two tabs, To be resolved and Work Related, this view will give you the ability to view all issues linked to the selected work item.
The "To Be Resolved" tab is only available for Projects
To Be Resolved
Displays a flat list of all issues set to be resolved in the selected Project, and includes the issue details.
Right clicking on the Issue icon will allow you to view the issue property card.
Clicking on any of the issues titles in the list will direct you to the Issue subsystem.
Work Related
The work related tab allows you to create new issues and link them directly into the selected work item. Alternatively, you can select to link or unlink any existing issues.
The grid below displays all Issues linked to the selected work item along with issue details.
Right clicking on the Issue icon will allow you to view the issue property card or unlink the issue.
Clicking on any of the issues titles in the list will direct you to the Issue subsystem.
