General Tab of the Action Form

Use the Action form to assign actions to users of PM Compass.

ID

This serves as the unique key field for each record. PM Compass automatically generates a value for this field, but you can also manually enter it. However, you must ensure that you enter a unique value.

You can edit this field as long as you haven't saved the record yet.

Title

Enter a title for the Action.

You can no longer edit this field after you save the record unless the Action does not use a workflow.

Due Date

Select the end date for the Action's completion.

Priority

Select the level of urgency for the Action.

Project

Click to select a project code. The Project Search dialog box displays.

Control Account

Click to select a control account for the Action. The Control Account Search dialog box displays.

Description

Enter an explanation to describe the nature of the Action.

Assigned to

Click to select a user to whom you want to assign the Action, or click to select a group.

Resolution

Enter information on how you completed the Action or any information on the task being performed.

What do you want to do?

Assign an Action

Manage workflow types

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