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Create a new lifecycle item from the New Item dropdown

Use the New Item dropdown to start a stepped wizard that creates a new project item with the correct project context.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the New Item dropdown​

In the app header or toolbar, select the New Item dropdown to see the list of available item types you can create for your project.

Open the New Item dropdown

Step 2: Choose the type of item to create​

From the dropdown, pick the relevant lifecycle item type (for example, RAMS) to launch the creation wizard for that configuration.

Choose the type of item to create

Step 3: Confirm the project context​

Check that the wizard shows or implies the correct project name so that any default title and configuration are applied to the right project.

Confirm the project context

Step 4: Complete the stepped wizard​

Work through each step of the wizard, adding the required details for your new item and continuing until you can review and finish.

Complete the stepped wizard

Step 5: Create and review the new item​

Submit the wizard to create the item, then review it in the project list to confirm it has the correct project, lifecycle type, and default title.

Create and review the new item

Last updated: 2026-08-07