Displaying My Work Items

Overview

This displays a list of your incomplete work items across projects.

• Each work item is displayed in order of approaching deadline or progress delay.
  Therefore, you can proceed with work according to the priority of the work items.
• You can update the progress status (status and progress rate) of the work items displayed in the list,
  and use it for managing your own progress.

This section explains the functions related to displaying your own work items.

This function is not available in Standard Edition.

Displaying a List of Work Items

Click "My Page" in the global navigation.
This displays a list of the work items you are responsible for.

• Displayed work items can be grouped by status, etc.
• Within a group, work items are displayed in order of the most recent completion date,
  and you can proceed with your work while checking the priority.
  

Switching Displayed Groups

You can switch the groups displayed in My Work Items.
Select one of the following groups from "Grouping".

No.	Group	Description
1	Due Date	Displayed by the following groups indicating the due date: (Expired, This Week, Next Week, The Week After Next)
2	Leader	Displayed by leader.
3	Status	Displayed by work item status.
4	Item Type	Displayed by work item type (task, package).
5	Project	Displayed by project.

Displaying Items

My Page displays items that meet all of the following conditions:

• Status is "Incomplete (Progress rate less than 100%)".
• A period (plan start date and plan end date) is set.
• The target user can input actual results.
  Specifically, the following:
  • Assigned to a resource.
  • A work item at the end of the tree.
  • A work item in an active project.
  • Performance entry is not locked.

Selecting Display Items

If there are many work items to display, you can narrow down the display items using the following methods:

• Display only items assigned to the leader.
  Check "Show only leader items" in the diagram below.
  

  

• Display only the projects you want to check.
  From the settings dialog, click the "Select hidden projects" icon and check the projects you do not want to display.

  

Settings apply to all My Pages.

Display Order of Items

The following priority order will be used to select and display up to 100 items.

1. Oldest (Past) Plan End Date
2. Oldest (Past) Plan Start Date
3. Ascending Order by Project Name
4. Ascending Order by Folder Name
5. Ascending Order by Parent Item ID
   Example: If items have the same Plan End Date, the oldest Plan Start Date will be displayed first.

Editing Work Items

You can update the status of the work items you are responsible for without switching to the project screen.

The procedure for editing work items is as follows:

1. Click "My Page" in the TimeTracker RX global navigation.
2. Update the contents of the target field.

The fields that can be edited are Item Name, Status, Progress Rate, Leader, Duration, and Planned Effort.

For editing fields other than those listed above, please refer to the following link: "Managing Item Details"