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 > 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 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 the system. This is a system-defined picker. |
See Also
Last Published Monday, August 28, 2023