Add columns to sheet templates

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Add columns to sheet templates

You can add columns to configurable manager sheet templates. You can use these columns to capture data from business processes or manually entered data. You can add columns to the template, but cannot add rows.

Users with create permission on class sheets are allowed to create and define columns.

To add a sheet column

Open the sheet.

Click Columns. The Columns Log opens.

Click New. The Column Properties window opens. Complete the window as described in the following table.

In this field:

Do this:

Name

The Name field is populated with the data source value selected. You can change this name as desired. It is helpful, but not required, to use a unique name.

Datasource

Select a data source. You can use a data source only once; however, you can use the column in a formula. For example, if one data source is Commits (Approved), and another is Change Commits (Approved), you can add them together in a new column called Total Commits (Approved).

Entry Method

Choose the data-entry method to use for the column. The choices available depend on the data source selected. The options include:

Manual entry: Users can enter data directly into the cell, or data is rolled up from another source, such as the form.

Formula: The options are Numeric, Date Difference, and Date Add. See "Add a formula column" for details on adding formula columns.

Data Type: Applicable if the data source is SYS Business Process, a business process, or information from the project cost sheet. After selecting the data type, click Define to choose the data element or define a formula based on the data element.

Data Format

Specify how you want the data in numeric columns to appear.

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Show as Percentage: Data displays as a percentage. For example, if a user enters 0.25, it displays as 25%.

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Decimal Places: Select the number of decimal places to display.

Note:If the data element was defined in Primavera uDesigner with a specific decimal amount, it will override any decimal amount you specify here.

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Use 1000 Separator (,): Data uses a separator for thousands. For example, 1,000 with a comma, not 1000.

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Negative Number Format: Select whether negative values are displayed with a negative sign or in parentheses.

Display Mode

Select Hide to make the column invisible to users, or Show to display it.

Total

Controls what displays in the bottom summary row for each column:

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Blank: The summary row remains blank.

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Sum of All Rows: Displays the sum total of all row values for this column.

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Use Formula Definition: Use the formula entered in the Formula field.

Column Position After

Determines the position of the column on the sheet. Select a column from the list.

To copy a column

In the Column log, select a column and click Copy. The Column Properties window opens.

Make changes as necessary for the new column. You must change at least the data source.

Oracle Corporation