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.
| 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. |
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