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question asked: Nov 24 '15, 6:54 a.m.
question was seen: 2,799 times
last updated: Nov 24 '15, 8:20 a.m.

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Set Customer Work Item Type As Plan Item

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Andrew Morrison (15●1●5) | asked Nov 24 '15, 6:54 a.m.
edited Nov 24 '15, 8:20 a.m.
How do I set a custom work item type to be a Plan item?

I created a custom work item type and I want to update this from being an execution item to a plan item.

When I exclude execution items in my plan view the custom type is excluded and I do not want that to happen.

I can not see any option in the ''Manage Project Area' to set this custom work item type to be a Plan item.

Thanks,
Andy.

Accepted answer

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Matt Muller (598●1●36●74) | answered Nov 24 '15, 7:10 a.m.

Hi Andrew,

To set the work Item to a Plan Item:

In Eclipse:  Process Configuration tab > Configuration Data > Planning > Work Item Type Categorization.

I hope that helps:

Matt Muller

Andrew Morrison selected this answer as the correct answer
Comments
Andrew Morrison commented Nov 24 '15, 8:20 a.m.

Thanks Matt.

I had been searching in the Web UI without success, but your advice via Eclipse is exactly what I was looking for.

cheers
Andy.

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