While working with planning items, users often need access to the latest information from other Primavera Unifier components. For example, users might need information about the shell under which the planning item resides, or information about a schedule activity that is involved in this planning item. You can link elements from other forms to a planning item form so that the planning item form will always show the current value for these elements from other forms.
You can link fields from the following forms to a planning item:
- A Shell attribute form
- A single-record form
- An attribute form for a configurable manager
- A schedule activity form
- Any business process at the project/shell level
To link elements
Linking elements is a two-part process. First, you must specify the elements on the shell or schedule attribute form/single-record BP or business process that can be linked. The steps here show you how to specify those elements. You can place these elements on the form, at a later time (when you design the form for a child shell, business process, or shell).
- Click Linked Elements option from the Forms toolbar. The Linked Data Element Picker opens.
- From the View drop-down list, choose the attribute form or tag you want to link to.
uDesigner displays the fields from the chosen attribute form or tag that can be linked to the form you are designing.
- Select the fields you want to link to the destination form.
Note: To add a Data Element (DE), click Add. To remove a DE, click to select the DE and then click Remove.
- Click OK.
To link the elements in the design, see: