Create an asset sheet column
Columns can be added to asset sheets. These columns can be used to capture data from the asset form, business processes, or manually entered data on the sheet. Users with create permission on asset class sheets are allowed to create and define columns.
To create a new asset sheet column
- In the asset sheet, click the Columns button in the menu bar. The Asset Sheet Columns Log opens.
- In the menu bar click New. The Column Properties window opens. Complete the window as described in the following table.
In this field: | Do this: |
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Name | The Name field is populated with the data source value selected. |
Datasource | Select a data source. The drop-down list lists the data elements found on the asset class form. This list also shows data elements based on SYS Numeric Logical Datasource, Sys Date Logical Datasource, Sys Business Process Datasource, and Sys Project Cost Datasource data definitions. Data sources of type SYS Numeric Logical Datasource, SYS Date Logical Datasource, Sys Business Process Datasource, and Sys Project Cost Datasource can only be used once. Examples include: Business processes: Company-level BPs with line items with asset code subtype are available. Only the Amount field is available. Project cost sheet: Columns defined with Sys Project Cost. |
Entry Method | Choose one of the following data-entry methods to use for the column. The available choices vary depending on the data source selected. Options include: Manual entry: User enters data directly into the cell, or data is rolled up from another source, such as the asset form. Formula: Options are Numeric, Date Difference, and Date Add. Data Type: This option is applicable if the data source is SYS Business Process, a business process or information from the project cost sheet. After selecting the data type, click Define to choose the data element or define a formula based on the data element. |
Date Format | Specify how you want the column data to appear. This is applicable to numeric columns. Options are:
Note: When entering the percentage values in your sheet, if you are working in Classic View, then enter the value by using decimal number format. For example, for ten percent, enter: 0.1, and if you are working in Standard View, then enter the value by using percent format. For example, for ten percent, enter: 10%. The value that Unifier uses to validate the value of the Percentage column, when applicable, will be: 0-100. |
Display Mode | Select Hide to make the column invisible to users, or Show to display it. |
Total | This controls what displays in the bottom summary row for each column:
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Column Position After | Select a column from the list. This determines the position of the column on the sheet. |
To copy a column
- In the Column log, select a column and click Copy. The Column Properties window opens.
- Make changes as necessary for the new column. You must change at least the data source.
Last Published Monday, August 28, 2023