Create New Item (Single Item)

This view allows you to create a single new item object. You must create items in a bucket on the lowest level of a hierarchy. A bucket and an item cannot co-exist in the same bucket.

Prerequisite

You have selected an existing bucket in the first Create New Item view (see Create New Item (Select Bucket)).
You have selected that you want to create a single item.
You have chosen the item type from the dropdown list.

Features

In the lower part of the screen, the following tab pages are available:

General Information
Additional Information
Financial Overview
Capacity Overview
Authorizations
Notes

Additionally, you can select a checkbox for escalating this item.

Fields on the General Information Tab Page
Field	Status	Explanation
Name	Mandatory	This is an alphanumeric field.
External ID	Mandatory	This is a unique identifier for the item and is an alphanumeric field.
Description	Optional	Enter a detailed description about the item.
Bucket Name	System generated	The system displays the name of the bucket within which the current item is being created.
cProjects Template	Optional	If you have configured templates for item types, you can choose these templates here. If you choose a cProjects template, the project number, name, distribution unit, fixed start date and fixed finished date in cProjects will be overwritten by the item ID, name, unit, plan start date and plan finished date.
Proposal	Optional	Select this checkbox if the project associated with this item is at the proposal stage and should be displayed in the proposals list.
Subcategory	Optional	Select the subcategory from the drop down list.
Technology Type	Optional	Select the technology type from the drop down list.
Probability Technical Success	Display only	This field displays the probability of technical success based on the scoring model specified bucket level. The icon next to the field displays score details.
Probability Commercial Success	Display only	This field displays the probability based on the answers to the questionnaire associated with it. The questionnaire is specified in the parent bucket. During item creation, this icon is inactive.
Priority Group	Optional	Specify the priority by selecting from the drop down list.
Assessed Risk	Display only	This field displays the risk which is assessed based on the questionnaire associated with it. The questionnaire is specified in the parent bucket. During item creation, this icon is inactive.
User Name	Updated by the system	This user creating the item is displayed.
Plan Start Date	Optional	Date from which the project is/was planned to start. Enter the date manually or click the date picker next to the field to specify the date (see Date Picker).
Plan Finish Date	Optional	Date by which the project is/was planned to be completed. Enter the date manually or click the date picker next to the field to specify the date.
Forecasted Start Date	Optional	Date from which the project should start as per forecast. Enter the date manually or click the date picker next to the field to specify the date.
Forecasted Finish Date	Optional	Date by which the project is forecasted to be completed. Enter the date manually or click the date picker next to the field to specify the date.
Actual Start Date	Optional	Date on which the project actually started. Enter the date manually or click the date picker next to the field to specify the date.
Actual Finish Date	Optional	Date on which the project actually got completed. Enter the date manually or click the date picker next to the field to specify the date.

Fields on the Financial Overview Tab Page
Field	Status	Explanation
Currency	Mandatory	Specify the currency used in the project associated with this item by selecting from the drop down list.
Financial Period Breakdown	Mandatory	From the drop down list, select a time unit in which the financial information needs to be viewed and controlled.

Fields on the Capacity Overview Tab Page
Field	Status	Explanation
Capacity Period Breakdown	Mandatory	From the drop down list, select a time unit in which the capacity information needs to be viewed and controlled.
Unit	Mandatory	Specify the time unit for monitoring capacity by selecting from the drop down list.

Authorizations

On the Authorizations tab page, you can add and remove users and change their authorizations to access the item. The user creating the item is automatically added with administration rights.

Add a User

Choose the Add User Manually pushbutton.
Use the Search pushbutton to select the user and add him/her to the list.

Remove a User

Click the box to the left of the user name.
Choose the Remove pushbutton.

Change User Authorization

Select the appropriate checkboxes under Admin, Owner, Read or Write.
Click the icon to at the top right corner of the tray to display the description of each authorization.
To view the inherited user list, click the Show/Hide users with inherited authorizations link.