CBS Picker
The CBS Picker has an auto-completion feature. If you know the code, begin typing in the CBS Code field, and the picker will show the top 10 matches. If you continue to type, the picker will narrow the list as it matches more of the characters you type.
In this picker, you can use the following keyboard shortcuts:
- Use the Up and Down arrows to move through the list
- Press the Enter key on a highlighted CBS code to confirm a selection
- Press the Backspace key to delete a selection
- Use the Tab key to make a selection and move to the next field on the form
In the CBS Picker log, you can click Find on Page to do a text-based search for each column. You can click Find to filter CBS codes. When you click Find, any additional elements become present and a Show CBS Hierarchy checkbox appears. To view the entire CBS hierarchy of filtered CBS codes, select the Show CBS Hierarchy checkbox to view summary level codes and child level codes below the CBS code.
Cost-type BP Form and Picker Values
The picker field is used for selecting CBS codes, and the picker can be found on:
- Cost-type BPs (Note that query conditions created by your administrator are not added to Cost-type BPs by default.)
- Project/shell
- Shell cost sheets
- Schedule activity forms
When you create or update a BP record:
- The picker field lets you select only relevant codes or data.
- You can search for a code in picker, in the Line Item Details tab of your BP record Line Items tab. This is so you can see a list of codes from the filtered list that matches your search criteria.
- By defining the query condition on pickers in BP Configuration, you can narrow down the list of codes in picker, in the Line Item Details tab of your BP record Line Items tab. This is so you can see a list of codes from the filtered list that matches your defined query conditions.
- The picker has an auto-completion feature. If you know the code, begin typing in the picker DE field, and the picker will show the top 10 matches. If you continue to type, the picker will narrow the list as it matches more of the characters you type.
You can also auto-create a BP record with the picker value that matches a previously defined query condition, at the source BP. This so you can automatically create records or line items by ignoring the filter conditions that are set for the destination BP. The query condition is defined in the BP Configuration.
For flat-structured cost sheet, the filters are applied to all nodes, and for the tree-structured cost sheet the filters are applied to the leaf nodes, and the summaries are displayed based on the rollups.
Note: Auto-population and Reverse Auto-population processes will work in same way .
When you create a new BP record by way of a CSV or Excel file import, or when you add a new line item through the line-item CSV or Excel file import, the system will use the defined query conditions in the picker. For BP record level import, if the CBS code does not match the query conditions, then the validation happens during the record creation process, and the system sends an email to the user that it has failed. For line item level import, the system displays a message and shows the error in the CSV.
You cannot create a BP record if the picker data element (DE) is a required field, and the data that you have entered does not match the available defined query conditions in the picker.
When you create a new BP record with line item by way of REST V1 and V2 web services, or when you add a new line item through the REST V1 and V2 web services, the system will use the defined query conditions in the picker. If the CBS code provided in the RESTful web services does not match the query conditions, then the record or line item creation will fail with an error.
Last Published Monday, April 14, 2025