Creating and managing logs

Creating a log

When you create a log, you have the option to assign it to someone and associate it with another item. 

In Portfolios you can associate a log with the following items:

• work entities – work items below PPL such as phase, activity, task, sub task and action items
• strategy entities at leaf level – related work entities
• strategy entities at any other level except root – children items of the entities

In ProjectPlace, you can associate a log with cards, activities, or milestones in the workspace.

1. Access Logbook.
2. Click +Create and then select the log type.
3. Complete the fields.
4. Do one or more of the following tasks.

To assign the log to a user:

1. Expand the Assignee section, 
2. Search for the assignee by typing at least 3 characters.
3. Select the assignee.

To associate the log with an item:

1. Expand the Associations section.
2. Search for an item by typing at least 3 characters.
3. Select the item.
4. Complete the remaining sections by expanding them and selecting the options.

To add a comment to a log:

1. Expand the Comments section.
2. Type the comment in the field.
3. To format the comment text:
   1. Click the ABC icon.
   2. To format the text font, select the text and then do one of the following:
      1. To make the text bold, click 
      2. To italicize the text, click 
      3. To underline the text, click 
      4. To change the color of the text, click  > , and then select the color.
      5. To apply code formatting, click 
4. To create a bulleted or numbered list, select the text and then click the corresponding icon.
5. To create a heading, click anywhere in the line and then click:
   1.  to create a main heading
   2.  to create a sub heading
6. To tag another user and send an email notification to them:
   1. Click @, start typing the name, and then select the matching name when it appears.
7. To add a link:
   1. Place the cursor where you want to add the link and then click .
   2. In the Create link dialog, type the URL and the text to be displayed on the tile, if different from the URL.

To edit or delete a comment:

In the comment row, click  > Edit or Delete.

Duplicating a log

You can create a copy of an existing log.

1. Access the log.
2. In the details pane, click More options  > Duplicate log. The copy of the log is created.
3. Configure the log as required.

Transferring a log to another log type

You can transfer a log to a different log type. For example, you can transfer a log from a risk to an issue. A new log based on the selected log type is created. The values for attributes that exist on both log types are copied to the new log. The original log remains in the list for reference purposes and is read-only with the status Transferred. 

1. Access the log.
2. Click More options  > Transfer log.  
3. In the Transfer log dialog, select the log type, and then click Transfer. The Transfer log dialog displays the attributes of the selected log type.
4. Review and complete the attributes, and then click Transfer. The log item is created for the new log type and the original log is made read-only with Transferred status.