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      Private Items

      Sometimes there's a need to draft an Item prior to it affecting the Cost Trendline or appearing on reports. An example would be working on a complex Item, such as reducing the structure by a level and needing an extended period of time to work on the estimate before it is ready for review. This can be accomplished when creating the Item by selecting Make private to me. If you need to work on an Item as a team prior to it affecting the cost trendline, you can set the status as Not Applicable. 

      Private Item Workflow

      1. Click the + New Item button
      2. Enter the name of the Item (required field)
      3. Click the Make private to me in the lower left corner
      4. Click either the Create and Close or Create Another button
      5. From here you can work on the Item without it being visible to the rest of the project
      6. Once the Item is ready to share with the rest of the team, you can change its visibility by clicking Make public to all collaborators on the detailed Item view or the Item sidebar

      Note: Private Items are only visible to the individual who created the Item. Once a Private Item is published, it can not be unpublished.

      Not Applicable Item Workflow

      If you want to work on an Item with your team without affecting the cost trendline, you can use the Not Applicable status. This allows the Item to be worked on without affecting the Cost Trendline. The changes to the Item are still tracked in the Item Change History. Once the Item is ready to be added to the trendline, change the status to Pending.

      Note: The NA status allows visibility to all team members but is filtered out of the built-in reports. They can be made visible by changing the status filter to include Not Applicable Items. 

       

      1. Click the + New Item button
      2. Enter the name of the Item (required field)
      3. Click either the Create and Close or Create Another button
      4. Open the Item and change the status to Not Applicable
      5. From here, you can work on the Item without it changing the Cost Trendline, but it will still track the changes in the Item Change History
      6. Once the Item is ready, change the status to Pending

      Tip: Create a report of these drafted or NA Items and save it in My Reports to quickly focus on what Items still need further information or refinement to be shared with the team as potential decisions.