Editing Values on a BP Record Form

The following table describes the values:

Notes:

Click X to clear out values. You can also clear all field values by selecting Menu, and then selecting Reload.
Use the Search and Find on Page options displayed on pickers to find specific items. Use the pagination controls if multiple records are present.

Form Values	Description
Text fields	Text fields have an input box.
Data Pickers	You can click Picker to launch the picker screen and either select a record and then click Select or double-click the record.
BP Pickers	You can click Picker 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 Picker 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.
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. Note: If you select a different currency for transactions, the system correctly uses the exchange rates to calculate subsequent information. However, when you view the main form for the approved BP record, the system currently displays the Project Currency Amount field using the applicable symbol for Transaction Currency instead of the symbol for the Project Currency. For example, if the Base Currency for the project is US Dollars ($) and you select China Yuan Renminbi for the Transaction Currency, the system incorrectly displays the Project Currency Amount using the Yuan symbol (¥) on the main form. If you view the Project Currency by selecting it from View Currency on the Line Item tab, the correct symbol is shown.
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 in a shell.

See Also

Completing a BP Record Form

Supported Data Pickers

Last Published Monday, April 14, 2025