Imported configurable manager classes are listed in the manager configuration log, with a default status of inactive.
To configure a configurable manager class
| 1 | Go to the Company Workspace tab and switch to Admin mode. |
| 1 | Click Configuration > [configurable manager] in the left Navigator. The Configurable Manager log opens. The log lists the classes that have been imported from Primavera uDesigner. |
| 2 | Select a class record from the log window and click Open. The Configuration window opens. |
| 3 | Complete the General tab as described in the following table. |
|
In this field: |
Do this: |
|
Sequence Format |
Define the sequence of the record numbers for records created for this class in User Mode. This is similar to business process numbering. |
|
Help File |
You can upload a PDF file to use as a help file for the manager. |
|
Auto Creator |
Select the auto-creator. |
|
Status |
Activating the configuration makes the class available in User Mode and Administration Mode for creating records, sheets, and templates. |
| 4 | On the Custom Print tab, using MS Word’s XML schema, you can create a customized printed output (similar to creating a schema for a business process). |
| 5 | To make the class active, click Active. This enables classes and sheets to be created in User Mode. The class is also available to use as a project category or shell type. |
| 6 | Click OK. |
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