Master Area Template Business Process
Use the Master Area Template to define lists of areas that can be selected from within business processes in a project (examples: Request for Information, Incident Management, and so on). Create multiple Master Area Template records to allow different projects to use different lists or manage a single Master Area Template containing all areas within your portfolio.
Characteristics
This is a Company-level business process without a workflow, provided in the system template.
Record Statuses
Active | non-terminal status |
|---|---|
Inactive | non-terminal status |
Creating a Master Area Template Record
Create a Master Area Template record by navigating to Information / General / Master Area Template on the Company Workspace tab, or from the Tasks log on the Company Workspace or Home tab.
Complete the Master Area Template form and attach related documents, if needed. After completing the form, click Save to create a record and keep it in editable mode, or click Submit if you are done and ready to commit the record.
Note: You must enter a value in all required fields (*) before you can save the form.
- Go to the Company Workspace tab and switch to User mode.
- In the left Navigator, select Company Lists and Pickers, and then select Master Area Template.
- On the Master Area Template page, click Create. Refer to the tables below to complete the form. You can click Save at any time to create a record and keep it in editable mode.
- To add attachments, click Attach Files
on the Attachments tab. - After completing the form, click Submit.
Completing the Master Area Template Form
General
Field Name | Access | Description |
|---|---|---|
Title | Editable | Enter a title. |
Status | Required | Select a status. |
Creator | Read-Only | Creator of this record |
Creation Date | Read-Only | Date that the record was created |
Record Number | Read-Only | This field displays the record number. |
Line Item Count | Read-Only | The number of line items |
Record Last Update Date | Read-Only | Date that the record was last updated |
Completing the Area List tab
Area Details
Physical breakdown of the Area location
Field Name | Access | Description |
|---|---|---|
Discrete Area Name | Required | The specific Area to be referenced |
Tier 1 - Area Group Reference | Editable | Tier 1 of the area location |
Tier 2 - Area Group Reference | Editable | Tier 2 of the area location |
Tier 3 - Area Group Reference | Editable | Tier 3 of the area location |
Tier 4 - Area Group Reference | Editable | Tier 4 of the area location |
Tier 5 - Area Group Reference | Editable | Tier 5 of the area location |
Line Item Status | Editable | Select the line item status. Active is selected by default. |
Description
Detailed description of the physical area for this item
Field Name | Access | Description |
|---|---|---|
Detailed Description | Editable | The detailed information about the short-description field. The field size can be expanded. |
Location
Adding a latitude and longitude to areas will help with the mapping of records.
Field Name | Access | Description |
|---|---|---|
Latitude | Editable | Enter a latitude. |
Longitude | Editable | Enter a longitude. |
Last Published Monday, April 14, 2025