Configure a lifecycle item wizard for your project
Use the lifecycle item wizard to create project items with the correct fields and workflow for each lifecycle.
This guide is designed for project manager.
Steps
Step 1: Open the lifecycle item creation wizard
Navigate to your project, choose the relevant lifecycle (for example, temporary works or site inspections), and select the option to add a new item to open the lifecycle item wizard.
Step 2: Review the pre-populated details
Check any initial values that are pre-filled for your project and lifecycle, such as default dates, locations, or reference numbers, and adjust them where necessary.
Step 3: Complete each step of the wizard
Work through the wizard screens, filling in the required fields for this lifecycle; the form layout comes either from the backend configuration or a legacy setup, but you complete it in the same way.
Step 4: Check the review screen before submission
On the final review step, confirm all entered details are correct; depending on your lifecycle, you may see a customised review footer with additional sign-off or confirmation options.
Step 5: Submit the lifecycle item
Submit the wizard to create the new lifecycle item; the system will save it using the correct backend process for this lifecycle and show confirmation once complete.
Step 6: Handle any legacy wizard fallback
If the standard lifecycle wizard cannot load, the page automatically switches to a legacy fallback view so you can still enter the required information and create the item.
Step 7: Open or follow up on the created item
After successful creation, use the provided link or prompt to open the new item, review its details, and continue with any follow-on actions in your project workflow.
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Last updated: 2026-08-18