Setting Up Complexity Levels for the Firm

Complexities can describe a project's degree of difficulty, how many dependencies there are, or another characteristic that defines the level of skill needed to complete the project. For example, you can set complexity levels such as expert, advanced, intermediate, and basic.

Assigning complexity levels to projects or worksteps can simplify the process of assigning tasks to staff. When a project or workstep is set up, the creator can select the appropriate complexity level at the same time, or the complexity level can be added at a later time.

To add, edit, or delete complexities for your firm, do the following:

  1. Do one of the following:
    • Open Dashboard, click Application Links on the navigation panel, and then click Lists under Firm.
    • Open Workstream, and then click Lists in the Manage group on the Manage ribbon.
  2. Click Workstream List > Complexities . The complexities that have already been created for your firm display in the grid.
  3. Do any of the following:
    • Create a new complexity level. Click New on the button bar, or right-click the grid and select New from the menu.
    • Edit an existing complexity level. Select an item in the grid and click Edit on the button bar, or right-click an item in the grid and select Edit from the menu.

      • Note: When adding or editing a complexity, the complexity order number must not exceed the current range. For example, if there are 8 complexities, and you add a complexity, you must enter the next sequential number (9) or a number from 1 to 8 and the other complexities will be renumbered.

    • Delete a complexity level. Select an item in the grid and click Delete on the button bar, or right-click an item in the grid and select Delete from the menu.
  4. Press Enter or click another row to save your changes.
  5. To exit the grid, select another item on the navigation panel.

ClosedExplain the components of the window and the right-click menu.