Start a new topic

Changing the configuration of an Item Type

For each Item Type an Administrator can specify the sequence in which it appears in any drop down and give it a Description as well as a Title.  You can also disable an Item Type so that it does not appear in the list of Item Types when creating Items, but any Items of this Type will remain in the list and not be deleted. 

  

There are nine optional fields that can be included in the Details tab on an Item and which of these appear is defined on the Item Type, in addition they can be defined as Mandatory and if there is an associated list of values a Default value can be selected. 

  

Item Types may be defined at the Portal level, which are used by default when creating a Project, or at The Project level if this is selected once the Project has been created. 

  

Select the Settings icon in the left hand pane:


  

To change the configuration of an Item Type navigate to the Settings option under the Item Manager heading if you wish to change an Item Type used Globally.


Portal  Projects  Users  Languages  Item Manager  Settings


Or select the Projects option under the Portal heading and then select the Project which has the Item Types managed at the Project level which you wish to amend. 


Current  Name  Deleted  Based on Template, 1. cut  Company A Migration  Company B Migration  Company C Migration  Company E Migration  Company F Migration  Company G Migration  Company H Migration  Company I Migration  Hopp Demo - Bank Project  Husquarna  State  Active  Active  Active  Active  Active  Active  Active  Active  Active  Active  Draft  Language  English  English  English  English  English  English  English  English  English  English  Dansk  Created  7/15/2021 PM  3/23/2022 PM  6/20/2022 PM  6/29/2022 AM  7/14/2022 AM  7/14/2022 PM  7/21/2022 AM  7/25/2022 AM  7/25/2022 AM  11/24/2021 AM  4/6/2021 PM  By  Administrator DisplayName  John Smith  John Smith  John Smith  John Smith  John Smith  John Smith  John Smith  John Smith  Sune  Administrator DisplayName  Modified  7/15/2021 PM  3/25/2022 AM  11/24/2021 PM  By  Administrator DisplayNarr  John Smith  Sune


Then select the Settings option under the Item Manager heading.

 

Item Types  Name  Issue  Risk  Activity  Task  Milestone  Release  Completed: 6 items  Sort  1  2  3  4  5  6  In Use  Yes  Yes  Yes  Yes  Yes  Yes


An Administrator can then select the Item Type you wish to amend by hovering over the Name and clicking on the ellipsis (three dots) that appears and selecting Edit. 


This will display a dialogue box where you can change the configuration of the Item Type. 


Item Type  Title  Issue  Sort order  1  In use  Yes  Status  Yes  Priority  Yes  Scope  Yes  Impact  Yes  Probability  No  Effort  No  Date From  Is mandatory  Yes  Is mandatory  Yes  Is mandatory  No  Is mandatory  No  Is mandatory  No  Is mandatory  No  Is mandatory  x  Description  A problem that has manifested itself in the  migration  Default  Default  Default  Default  Default  Cancel  Save


An administrator can change the Title, Description, Sort Order and enable or disable the Item Type at the top of the dialogue and select the optional fields to be used for the Item Type at the bottom.  For each of the optional fields you can define whether they should be Mandatory or Not and if there is a list of values associated with the field select a Default value to be filled in when an Item of this type is created. 


Make your changes and click on the Save button.

Login or Signup to post a comment