Action form of Project Workspace
Learn about the fields on the Action form of the Project Workspace. Use this form to add an action to your projects.
| Field | Description |
|---|---|
| Number | System-generated number with a configurable prefix. |
| State | Current state of the action. All new action records are created with the state set to Open.The available states are: - Pending - Open - Work in Progress - Closed Complete - Closed Incomplete - Closed Skipped |
| Priority | Urgency for implementing or approving the action based on impact. |
| Estimated Cost | Estimated cost generated by the action. |
| Impact | The impact on the outcome of the project if you don’t implement the action. |
| Approval | Status of approval from the stakeholders for the action. The available options are:- Not Yet Requested - Requested - Approved - Rejected |
| Assigned to | Primary resource assigned to implement the action. |
| Due date | Requested date on which the action must be approved or implemented. |
| Parent | The project to which this action belongs. |
| Show on project status report | Option to specify whether the action information should be included in the project status report. |
| Short description | Brief description of the action such as what the action involves, how to implement the action, who it affects, and the action outcome.As you start entering the title for your action, the related actions that potentially match your action title appear. Click the suggestion icon \( Image omitted: suggestions-icon.png Suggestion icon\) to select a description from the list of predefined actions. |
| Description | Details of the action and its potential impact. |
| Work notes | Information about the action. Add work notes to communicate about the status of action approval, rejection, or implementation with other users. |
Parent Topic:Form field information for Project Workspace