Edit a workspace item using the lifecycle wizard
Update an existing workspace item through the lifecycle-aware edit wizard, ensuring the correct fields and options are shown for that item type.
This guide is designed for project manager.
Steps
Step 1: Open the workspace item edit page
Navigate to the workspace and select the item you want to change, then choose the edit option to open the edit screen at the URL /project/{projectId}/workspace/item/{itemId}/edit.
Step 2: Review the lifecycle-driven edit wizard
Confirm that the edit screen opens as a guided wizard tailored to the item type, rather than a generic form, so that fields and sections are laid out according to your organisation’s lifecycle configuration.
Step 3: Update lifecycle-specific metadata
For lifecycle types such as RFIs, adjust metadata fields like "Impact if not resolved" using the multi-select options (Programme, Cost, Quality, Safety) to reflect how unresolved issues will affect the project.
Step 4: Handle unsupported or unresolved lifecycles
If the system cannot resolve a lifecycle configuration for the item, review the clearly labelled generic form and any visible warnings so you can still edit the item while being aware that the lifecycle wizard is not available.
Step 5: Save your changes
After updating all necessary fields, save the item so that your edits are applied and visible across the workspace for other project stakeholders.
Step 6: Save your changes
When you have finished editing, use the wizard controls to save or complete the edit. The workspace item will be updated and the new details will be available across your project.
Last updated: 2026-08-08