Entering and Editing Item Masters

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Project Managers can add and edit information about items. The status can be updated to inactive, which removes the area and sub-areas from the Navigator. Changed to an area are propagated to all sub-areas.

To add or edit information for a Master Item:

1.From the Item Master page, click the Edit button in the row for the item or sub-item for which you want to add information. The Item Master Details page opens.
2.To assign a Company to the item, in the Responsible Party data field, click the not selected link, from the Select Company dialog-box, select the appropriate Company. The Company and Specialty data fields are updated based on the selection.
3.From the Specialty drop-down list, select the specialty if appropriate.
4.Enter an identifier for the GUID data field.
5.In the Part Number and Description data fields, enter the information as appropriate.
6.To record reference information about the item for another system, enter the identifier in the External System data field, the identifier for the data object in the External Object data field, and the identifier for the system in the Source data field.
8.Click the Save Changes button to save the data without leaving the Item Master page or click the Save and Exit button to save the data and open the Item Master page.

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