You can add a line item list to the form for line item, document, and cost type business processes.
Line item lists appear in the lower section of the form. When the user adds line items to a record, they appear in this list. In addition, to organize the details of your business process, you can create multiple tabs to collect and organize line items into categories.
When a user opens a new cost or line item BP, Primavera Unifier automatically opens a ”standard” line item list using the naming convention “Standard – Line Item List.” (This name can be changed if you wish.) In addition, some features of the line item list are added by default. For cost BPs, these include the number of items, pagination, number of lines to be displayed per page, transaction currency, and total amount.
When a user opens a document BP, Primavera Unifier also opens a line item list; however, the list behaves differently, depending on whether or not the user activates the detail form. If the detail form is not activated, the Line Item list serves as a document attachment area, where users can attach documents or folders. If the detail form is activated, the user can add documents as line items.
Designing the line item list consists of specifying the data elements you want to display for each line item that a user adds. Columns correspond to the data elements you placed on the detail form.
To design the line item list:
| 1 | Navigate to the form for which you want to add a line item list and click Line Item List in the navigator. |
| 2 | Select the Line Item List and click Open. The Line Items window opens. |
| 3 | Complete the tabs as described in the following sections. |
Use the Layout tab to designate what data from the line item list should appear on the log. The data will appear in columns on the log.
Note: For Cost-Type, multiple-tab Forms, If you include an “amount” field on the log for a line item list for a tab, a total of the line item amounts will appear at the bottom of each numeric column on the form.
| 1 | In the Tab Name field, enter the name you want to appear for the tab on the form. |
| 2 | To add a column to the list log, click the Add button. The Layout Header Properties window opens. |
| 3 | Use the following table to complete the fields in this window. |
|
In this field: |
Do this: |
|
Data Element Label |
Select a Data Element Label from the list of available data elements. This is the name that will appear as the field name on the form. The list is generated from the detail form. If you do not see the data element you want, go to the detail form and add it. The Data Element Name field shows the database name of the data element you chose. |
|
Column Heading |
Enter the column heading you want to appear on the line item form. The field is pre-populated with the data element label, but you can edit it. |
|
Width |
Enter the width (in pixels) of the column. The default is 150 pixels. |
|
Alignment |
Choose the positioning of the data (and column heading) within the column: Left, Center, or Right aligned. |
| 4 | Click Apply. |
Primavera uDesigner displays the columns on the Layout window.
| 5 | (Optional) To change the order of the columns on the list, use the Move Up and Move Down buttons.These buttons move the columns left or right, respectively, on the line item list. |
| 6 | To add another column to the layout, repeat steps 2 through 4. |
| 7 | Click Apply. |
Note: One additional column may appear on the log. When you started the upper form, you filled in an Options tab. On this tab, under Line Items, if you selected the checkbox Add summary line item amounts, a summary of line item amounts will become an automatic column on the log, titled Sm
You can determine which column to use as the default sort order for the line item list log. This allows you to choose a column to sort by initially.
| 1 | Click the Sort Order tab. |
| 2 | In the Initial Sort Column field, choose the field by which you want to sort the list. |
| 3 | In the Sort Order field, choose whether the sort order should be ascending (A-Z) or descending (Z-A). |
| 4 | Click Apply. |
Primavera Unifier users will sometimes need to locate particular line items in a business process, often for the purpose of task management or milestone tracking. To make it easier for users to locate a line item, use the Find tab to specify field names on the form that they can use in their search. The user can also narrow a search by using operators on the fields, such as “contains” or “equals.”
To specify search criteria
| 1 | Click the Find tab, then click Add. The Find Properties window opens. |
| 2 | In the Data Element Label field, select a field (data element) users can use to find a line item. |
When you select a data element label, Primavera uDesigner automatically displays the database label of the element in the Find Label field. This field is editable.
| 3 | If you want to change the name of the element to something more meaningful to the user, enter the name in the Find Label field. |
| 4 | Click Apply. |
| 5 | To add another element for searching, repeat steps 2 through 4. Then click OK. |
| 6 | On the Line Items window, click OK. |
If your business process generates many line items, you can create tabs along the bottom of the form for organizing data into categories for quick retrieval. For example, for a lease management type of business process, you could create tabs to group lease details for easy tracking, such as Payments Setup, Options, Contacts, Clauses, and Insurance.
You can create up to five tabs for a form. In Primavera uDesigner, a tab is composed of a detail form and a line item list. To create tabs, see the instructions under Starting Detail Forms for Multiple Tabs. When you create the tabs with the detail forms, Primavera uDesigner automatically creates a blank line item list for each detail form.
Once you have designed the line item lists for each tab, you can specify the order in which you want the tabs to appear across the bottom of the form in Primavera Unifier.
To specify the tab order:
| 1 | Open the form and click Line Item List in the Navigator. |
| 2 | Click the Tab Order button on the tool bar. The Tab Display Order window opens. |
| 3 | Select the tab name and click the Move Up (Left) or Move Down (Right) button to move the tabs into the order you want them to appear on the form. |
| 4 | Click OK. |
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