Project Attributes
Use Project Attributes to view or edit the Project's characteristics that help to describe the Project. Use Project Attributes to add new fields for the Project.
Navigate to the Role Center > Actions > Setup > Project Setup > Project Attribute List.
Select New from the ribbon.
| Field Name | Description |
|---|---|
| Name |
Specifies a unique, user-defined Code to identify the Attribute. |
| Type | Specifies the available settings for the Project Attribute. Options: |
| - Option: User-defined list of possible values. | |
| - Text: User enters an alpha/numeric value when the Attribute is added to the Project. | |
| - Integer: User enters a value that is a whole number at the time the Attribute is added to the Project. | |
| - Decimal: User enters a value that is either a whole number or decimal at the time the Attribute is added to the Project. | |
| - Date: User enters a value that is a Date at the time the Attribute is added to the Project. The date format can be yyyy-mm-dd, mm-dd-yyyy or mm/dd/yyyy. | |
| Blocked | Specifies that the related record is not available to be posted in transactions, for example a Customer that is declared insolvent or a Project that is placed in quarantine. |
Ribbon Options
Project Attribute Values
Opens the Project Attribute Values page to define the values for the selected Project Attribute. This page is only available if the Type is set to Option.
| Field Name | Description |
|---|---|
| Value |
Specifies the value of the Project Attribute. |
| Blocked | Specifies that the related record is not available to be posted in transactions, for example a Customer that is declared insolvent or a Project that is placed in quarantine. |
Translations
Opens the Project Attribute Translations page to define the translations for the selected Project Attribute.
| Field Name | Description |
|---|---|
| Language Code | Specifies the language that is used when translating specified text on documents to foreign business partner, such as a Project Description on an order confirmation. |
| Name | Specifies the translated name of the Project Attribute. |
To add an Attribute to a Project
Once an Attribute is set up, select it on any Project. Project Attributes are viewable in the FactBox on the Project Card, Project List or Project Plan. Additional filter options are available on the same Project menu: Filter by Attributes and Clear Attributes Filter.
Navigate to the Project Plan, Project Card or Project List.
Select Project > Attributes from the ribbon.
Attribute: From the dropdown, select an Attribute.
Value: If the Attribute was set up as an Option List make a selection from the drop-down list. The Value for the other Types is user-entered.
Unit of Measure: Specifies how the Value is quantified, such as piece or hour. Not required, not all Attributes will have a Unit of Measure.