Configuring Global Pull down Values

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Within EnterpriseTrack there can be two types of pull-down values, Global and Initiative-specific. In systems that have a single initiative, the global fields will not be distinguished from the initiative specific ones.

Although the types of global pull down fields are themselves configurable, the following fields will most likely be available in your system:

Functional Area

The values you enter here will be displayed as choices for the functional area when a user creates a new proposal or project within EnterpriseTrack.  Functional areas are independent of initiatives.

Project Source

The values you enter here will be displayed as choices for the project source when a user creates a new proposal or project within EnterpriseTrack.  Project sources are independent of initiatives.

Tool Type

The values you enter here will be displayed as choices when a user creates a new tool template in the Knowledge Base. If you want to define initiative specific tool types, follow the instructions in Configuring Initiative-Specific Pull down Values

Document Type

The values you enter here will be displayed as choices when a user creates a new "global" document in the Knowledge Base. If you want to define initiative specific document types, follow the instructions in Configuring Initiative-Specific Pull down Values

Area of Expertise

The value enter here is displayed as choices when a user request a new resource. The area of expertise can be used to make approval requests.

Creating global pull down values

1. Click the Application Configuration tab.
2. In the Global Pull down Values section, click on the type of global pull down value you want to create.
3. You will see a list of the existing values for that category. For example, if you chose Functional Area, you will see a list of the functional areas that have already been defined in the system.
4. Click the Create a New Functional Area button.
5. In the Edit Pulldown Value for Functional Area page enter a name for the value.
6. Click Create.

Editing global pull down values

1. Click the Application Configuration tab.
2. In the Global Pulldown Values section, click on the type of global pull down value you want to edit.
3. You will see a list of the existing values for that category.
4. Click on the name of the value you want to edit.
5. In the Edit Pulldown Value for Functional Area page make the required changes.
6. Click Update.

Deleting global pull down values

Once created, the Global pull down values cannot be deleted through the user interface. Contact Oracle Customer Support for more information.