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Pick a lifecycle item for your project

Use the lifecycle item picker to choose the correct tracked entry for your project, including temporary works items that do not yet have a lifecycle code.

Audience

This guide is designed for project manager.

Steps

Step 1: Open the lifecycle item picker

Navigate to the part of the project screen where lifecycle or tracked entries are managed, then click the lifecycle item field to open the picker combobox.

Open the lifecycle item picker

Step 2: Review the currently selected item

In the combobox, check the displayed reference and title (for example, "TW-013 — Additional façade retention") to confirm the correct item is selected, even if it has no lifecycle code.

Review the currently selected item

Step 3: Change to a different lifecycle item if needed

Use the combobox to search or browse available lifecycle or temporary works items, then select the one that best matches the work you need to track.

Change to a different lifecycle item if needed

Step 4: Confirm your selection in the project view

Return to the project view and verify that the chosen lifecycle item now appears against the relevant task or entry without any errors.

Confirm your selection in the project view


Last updated: 2026-07-07