Opening the WIP Detail dialog

For each open task in the Gantt tab, you can click the action links to open the WIP Detail dialog. You can also open this dialog by clicking the links in the Stages tab and in the Pending Tasks grid. The toolbar buttons are displayed under certain conditions.

  • The event buttons are displayed only for the in process tasks to which you, your group or role are assigned. These events are configured by the system administrator and can be Approve, Complete, Reject, Return, Receipt, Hold, and Assign.
  • The Save button is displayed for any open task to which you, your group, or your role are assigned.

The toolbar buttons are hidden for any tasks to which you, your group, or your role are not assigned. In the WIP Detail dialog, you can add more information about the task to which you or your group is assigned.

  1. Specify this information:
    Risk
    Specify a risk value.
    Percent Complete
    Specify a numerical value.
    Effort
    Specify the effort spent so far on the task.
    Effort UOM
    Specify a unit of measure for the effort.
    Instructions
    Optional. Specify special instructions for the task. You can apply bold, italics, underline, strikethrough and colors to text in the Instructions column. The instructions default from the Action Set form.
  2. Click Save. The instructions are displayed in the Gantt tab, along with the percentage complete.