Pickers

Account Code

Found on cost-type business processes for choosing company account codes.

Activity

Found on project- or shell-level business process forms for selecting activities from the master schedule sheet.

Note: Activity Picker is supported on Timesheet BP (Line Item Details form) and can be used for selecting activities from the Master Schedule Sheet.

BP

For linking one business process to another (for example, to tie invoice business processes to purchase order business processes). Often, the field will be named something like Reference BP, although this is up to the designer of the business process. Depending upon the design of the form, some fields may be automatically populated when the referenced business process is selected.

Note: The business process list that you see will depend on your permissions. Users who do not have permission to view a BP that may be part of the business process picker list will not see that business process on the list.

Commit Line Item

Used when you create a new line item for a change commit business process. This picker displays a composite view of base commit and change commits. The data elements on the picker are reference, description, and CBS code.

Currency

For selecting a currency on a cost-type business process. If no currency is chosen by the creator of the record, the default is the project or shell currency. If there isn't a Currency picker is on the form, the currency defaults to the project or shell currency.

Date

Displays an interactive calendar from which the date can be chosen. For some business processes, dates in Date pickers can be set in uDesigner to automatically default. For example, this defaulting can be useful in the case of entering a delivery date and having the date default to today’s date rather than have to use the Date picker to get a date.

Date Only

Displays an interactive calendar from which the date can be chosen. This picker allows you to select a date from the picker, or enter a date into the field. This picker allows you to choose the date only, with no associated time or time zone. For example, you would not need time and time zone for a date like an equipment purchase date. Also, for some business processes, dates in Date Only pickers can be set in uDesigner to automatically populate the server date. For example, this defaulting can be useful in the case of completing an equipment purchase and having the date default to today’s date rather than have to use the Date picker to get a date.

Fund

On Cost business processes, for selecting which fund (from the company funding sheet) the business process will allocate funds to or consume funds from.

Location

For selecting a shell.

Planning Item

For selecting a planning item at the company level.

Project

For selecting a company-sponsored project. You can use this picker to auto-populate project data elements on other BP fields. The picker is designed to show Active, Inactive, View-Only, and On-Hold projects.

Project Template

For selecting a template to use to auto-create a project.

Resource

On time sheet, booking, or assignment business process, for selecting the resource to report on or assign. This picker always opens in Find mode and requires you to enter at least one search criteria, such as a name or a skill, to narrow the field of names to choose from. For time sheet business processes, use this picker to select the personnel to report time on. At runtime in Unifier, the picker will default to read-only mode and show the current user’s name, as Unifier assumes the user will be reporting his or her own time. However, depending on permissions, the picker can be editable to allow others, such as project managers, to complete time sheets on behalf of other workers.

Role

On time sheet, booking, or assignment business processes or for resource allocation sheets. It allows you to choose the roll to report on or assign. On time sheet business processes at the project level, it will filter out those roles that have already been booked for other projects

Shell

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.

Shell Template

For selecting the template that should be used by a business process to auto-create a shell. The picker will show you a list of active templates that have been created for the shell.

User/Group

For selecting project/shell users (members of a project team) or company users (all users defined within a company). See more information under User Picker and Group Picker.

CBS

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

Week

On Resource or Time Sheet business processes for selecting a specific week for reporting.

Work Package

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.