Refreshed Web Interface > Creating an Item
  
Creating an Item
In the Refreshed Web Interface you can create a new item. For details about items, see What Are Items?
Click on the left side navigation pane to start creating an item. For details, see Creating a New Item. You can also link the item that you are creating to another item or create a related item. For details, see Adding a Related Item and Creating a Related Item.
Prerequisites
Before you create an item, ensure that you have the permissions to create the item type and fill out the relevant fields.
If there are no item types to select or if you can select an item type but not create it, contact your administrator.
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The Proceed option is enabled depending on Item Type and Project selection. See the following table for details:
If Item Type is
Condition
Result
Document
Project is mandatory.
Proceed is enabled after Item Type and Project are selected.
Process
If Project is mandatory.
Proceed is enabled after Item Type and Project are selected.
Process
If Project is not mandatory but visible field.
• Proceed is enabled after Item Type is selected.
• You can select Not Applicable in Project.
Process
If Project is not mandatory and not visible field.
• Proceed is enabled after Item Type is selected.
• Project is disabled with value set as Not Applicable.
Creating a New Item