Draft Items

Collaborate on Items before they're visible to the whole team.

Draft Items can be used as a collaborative tool to work on Items before publishing them to the project. It's common for it to take time to fully develop an Item before publishing it to the project, as this can impact the Cost Trendline and reports. By utilizing Draft Items, teammates can work together to refine the details and ensure that the Item is ready to publish.

Creating a Draft Item

To create a new Draft Item, follow these steps: 

1. Click the + New Item button
2. Enter the name of the Item (required field)
3. Click the Create as Draft button to create the Draft Item
   

Sharing a Draft Item

Once you've created a Draft Item, you can choose to share it with your project teammates to collaborate on before publishing it for the whole project to see. To share a Draft Item, follow these steps:

1. Open the detailed view of a Draft Item
2. Click the Draft button in the top right
3. Select Share Draft
4. Click the check box next to each teammate you want to share the Item with
5. Click the Share button in the bottom right

Publishing a Draft Item

When you are done collaborating on the Draft Item, you can publish it to the project. This will make it visible to all teammates on the project and will now impact the charts, costs, and other data. The Draft Item History will only be visible to those whom the Item was previously shared with before publishing. To publish a Draft Item, follow these steps:

1. Open the detailed view of a Draft Item
2. Click the Shared Draft button in the top right
3. Select Publish Draft