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Procedure documentationCreating Basic Data for a Checklist Item

Prerequisites

Procedure

General Area

  1. Enter a name for the checklist item.

    The name is language-dependent but you can enter a name of your choice.

  2. Change the sort number, as required.

    When you create a checklist item the system enters the sort number according to its position in the checklist, by default. If you want to position a checklist item between two existing items, enter a sort number that lies between the sort numbers of the existing items.

  3. Select the process to which the checklist item belongs.

    You can use the process in the evaluations. A process is independent of a phase in terms of time and can extend across phase boundaries.

  4. Specify persons responsible (see Persons Responsible for Project Elements).

  5. Enter a description, as required.

    The description is language-dependent.

  6. If you want to release the checklist item for processing, choose Release from the Change Status dropdown box.

    The system changes the current status Created to Released. The checklist item is now released for processing (see Editing Project Structures). You cannot delete the checklist item now.

    For more information about the status and the effects of changing the status, see Status of Checklist Items.