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.

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.