Bookshelf v7.5: Setting Up Project-Related List of Values Entries (Administrator)

Setting Up Project-Related List of Values Entries (Administrator)

You may need to set up some values for drop-down lists used with projects. You do so by adding values to the appropriate list of values (LOVs). The following procedure explains how to add an entry to a LOV.

For more information about LOVs, see Siebel Applications Administration Guide. For information about using lists of values for a global deployment, see Global Deployment Guide.

To add a new value to a project-related list of values

From the application-level menu, choose View > Site Map > Application Administration > List of Values.

In the List of Values list, click Query.

In the Type field, click the select button to display the Pick Value Type dialog box, and then complete the following substeps:

In the Pick Value Type dialog box, use query or find to select the name (here called Type) of the list of values to which you want to add a value.

For information about list of values types that are commonly used for projects, see Table 1.

In the Pick Value Type dialog box select the record for the type you want, and then click OK to close the dialog box and return to the main window.

In the List of Values list, click the menu button and then click Run Query.

The current values for the selected list of values type appear.

In the List of Values list, add a new record.

In the Type field of the new record, enter the same type you selected in Step 3 of this procedure.

In the Display Value and Language-Independent Code fields, enter the new value that you want to add to the selected list of values.

Select the check box in the Translate field.

In the Language Name field, click the select button, select the language in the Language Name dialog box, and click OK.

Table 1. Most Commonly Used Project-Related List of Values Types
Type	Description
PROJECT_CLASS	Classifications used to separate employee hours into utilization categories. The project class is the default class on an employee's time sheet line items.
PROJECT_TYPE	Describes the nature of the project.
PROJECT_STATUS	Affects the default sort order of the projects. Useful in queries.
PROJ_BILLING_TYPE	Explains how you plan to bill the customer.
PROJECT_PARTNER_ROLE	The role a partner would play while engaged on a project. Typical values include consultant, business analyst, and developer.
PS_MPP_FIELD_TYPE	Defines the fields you can choose from when setting up Microsoft Project field mappings. For more information about Microsoft Project and Siebel Professional Services Automation, see Microsoft Project Integration.
PS_MPP_MAP_BC_SEL	The business component to be used for a mapping category when creating Microsoft Project Plan mappings.
PS_PROJECT_TEAM_ROLE	A role a member on the team workbook will play. This is defined per project. Team workbook members can play more than one role; enter them more than once on the team workbook.
PS_PROJECT_TEAM_STATUS	The assignment status of an employee on the team workbook. Used for reserving resources or staffing resources. Allows you to play "what-if" with your staffing before finalizing your plans.
PSTASK_ALT_TYPE	A task entered for a project. These are the values for the Type field in Project Task. PSTASK_ALT_TYPE is a child type of PSTASK_TYPE. If you add a new LOV value to PSTASK_ALT_TYPE, you need to specify the new LOV value in PSTASK_TYPE.