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Configure lifecycle wizard pickers

Use advanced picker fields in lifecycle item wizards to select organisations, users, documents and other linked records accurately.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open a lifecycle item wizard with picker fields​

Navigate to the relevant lifecycle area and start creating or editing an item so the wizard opens with fields that use pickers instead of plain text inputs.

Open a lifecycle item wizard with picker fields

Step 2: Choose organisations and contacts​

In the organisation and contact fields, use the Org and Contact pickers to search, filter and select the correct companies and people so their IDs are stored on the item.

Choose organisations and contacts

Step 3: Assign responsible users​

Use the User picker to search for and select the team member responsible for the lifecycle item, ensuring the correct user ID is captured for later reporting.

Assign responsible users

In fields for related items or locations, use the Lifecycle Item and Location pickers to connect the new record to existing items and project locations.

Link related lifecycle items and locations

Step 5: Attach documents, forms and templates​

Use the Document, Form and Template pickers to search for existing project files and templates, so the wizard records clean links to the underlying records.

Attach documents, forms and templates

Step 6: Select packages and programme tasks​

For package- and schedule-related fields, use the Package and Programme Task pickers to associate the lifecycle item with the correct work package or programme activity.

Select packages and programme tasks

Step 7: Review human-friendly labels before submitting​

On the review step, confirm that each picker field shows clear names such as organisation and document titles, then submit to save the lifecycle item with the correct metadata.

Review human-friendly labels before submitting

Last updated: 2026-08-18