PPM Action Items

PPM Action Items have a simple workflow of New, In Progress, and Closed; although there are no controls for moving from phase to phase.

Note:This functionality is only available after you apply the mApp Solution.

Project and Project Manager are automatically populated with the parent Project information.

To create an Action Item:

1. In the Action Items tab, select New PPM Action Item.
2. Enter a Title and Description (optional).
3. (Optional) Assign a Priority.
4. (Optional) Enter a Date Opened and Target Date.
5. (Optional) Select an Assigned Team and an Assigned To from the drop-down lists.
6. (Optional) Enter a Closed Date and provide Resolution Details.
7. Select Save.