Editing Values on a BP Record Form

Text fields

Text fields have an input box.

Data Pickers

You can click on the Picker icon to launch the picker screen and either select a record and then click Select or double click the record.

BP Pickers

You can click on the Picker icon to launch the picker screen and either select a record and then click Select or double click the record.

Line Item Picker

Use the Line Item picker to select a line item. You can click on the Picker icon to launch the picker screen and either select a line item and then click Select or double click the line item.

Shell Picker

For selecting a company-sponsored shell to auto-populate shell data elements on other business process fields. The picker is designed to show Active, Inactive, View-Only, and On-Hold shells. You can use the Type drop-down menu to view by Shell types.

Space Picker

The space log and space types are displayed. You can filter using the View drop-down menu. Space types are displayed on the left and the right grid displays the log for the selected space type.

Image Picker

For uploading images.

Hyperlink Picker

For adding and updating hyperlinks.

CBS Picker

On Cost-type business processes, project/shell cost sheets, and on schedule activity forms, for selecting CBS codes.

Work Package Picker

On Cost-type business processes, for selecting a work package for a Cost Sheet. This picker is populated with the work packages that have been created.

Transaction Currency Picker

The Transaction Currency picker displays the Project Currencies. Columns seen here are Currency Name and Currency Symbol.

User Picker

For selecting project/shell users (members of a project team) or company users (all users defined within a company).The options you see are contextual. Use the > or < controls to move the selected group or user from the Available Items list to the Selected Items list.

Commitment Summaries Picker (CM)

For selecting commitment summary that is used by a Generic Cost Manager in a shell.

Account Code Picker

For selecting company account codes included in the Cost-type BP.

CM0 Picker

For selecting Generic Cost Code.

Seasonal Dates Picker

For selecting Seasonal Dates record in Unifier. This is a system-defined picker.