Setting Up Project Priorities for the Firm

You can create a list of priority levels that your firm can use for all of its projects and worksteps. An example of priorities are High, Medium, and Low. These priorities can be used to set a project's importance or urgency so schedulers and firm management will know, based on the priority assigned, that a project or workstep should be scheduled faster or earlier than others.

To add, edit, or delete priorities 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 > Priorities . The priorities that have already been created for your firm display in the grid.
  3. Do any of the following:
    • Create a new priority. Click New on the button bar, or right-click the grid and select New from the menu.
    • Edit an existing priority. 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.
    • Delete a priority. 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.