Siebel Project and Resource Management Administration Guide > Project Management > Administrator Procedures for Project Management >
Setting Up Project-Related List of Values Entries
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 Siebel Global Deployment Guide. To add a new value to a project-related list of values
- Navigate to the Administration - Data screen > List of Values view.
- 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 Menu 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
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PROJECT_CLASS |
Classifications used to separate employee hours into usage 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 field mappings. |
PS_MPP_MAP_BC_SEL |
The business component to be used for a mapping category when creating 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. |
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