Creating Additional Data for a Checklist Item

You have created a checklist item (see Creating Project Elements) and are in the editing view of this checklist item on the Additional Data tab page.

Note Note

You cannot make any changes if you opened a snapshot.

End of the note.

Advanced Area

If completion of the checklist item is mandatory, select the Mandatory checkbox.
In this case, you can only complete the phase to which the checklist item belongs if the checklist item has the status Finished.
If the checklist item must be finished so that the phase to which it belongs can be approved, select the Relev. for App. (Relevant for Approval) checkbox.
Enter a grouping, if required.
Grouping allows you to group together checklist items in one category. You can select the grouping of your choice. It is an additional search criterion in the search function for finding a checklist item.
Enter a search term in the search field, if required.
In addition to grouping, the system uses the search term as an additional search criterion in the search function.
Set the changeability of the checklist item.

Administration Area

Here you see who created and changed the checklist item on which date.