Adding or Editing Codes and UDFs to Data Dictionaries

Codes, UDFs, or Notes can only be added to P6 and Primavera Cloud data dictionaries.

To add a new Code, Note, or UDF, to a data dictionary:

1. In the sidebar, select Data Dictionary and select any of the following dictionaries:
   • P6
   • Primavera Cloud

     Notes: For a checklist of all the features supported in each data dictionary, refer to the Features of Provider Data Dictionaries.

2. Select an object from the data dictionary that you want to modify.

   For example, select the Activity object in the Primavera Cloud data dictionary

3. Select Edit... on the Data Dictionary page.
4. The Object and Fields wizard displays.
5. In the General step, select Next.

   Note: Select Next on each screen to advance to the next step.

6. In the Fields step:
   1. In the Field Name field, enter a name for the new field to be added in Gateway.
   2. In the Field Type field, select the data type of the new field being added in Gateway. Choices include: Boolean, DateTime, Double, ForeignKey, Integer, and String.

      If you selected ForeignKey, then select the Join to Object to join the new field with an existing object in the provider dictionary.

   3. In the Field Name in <Data Dictionary> field, enter the actual name of the code or UDF as displayed in the native application.

      For example, enter the UDF code as displayed in the Primavera Cloud application.

   4. In the Category field, select the category type of the code or UDF being added. Depending on the selected data dictionary, choices include: Code, Cost UDF, List UDF, Note, or UDF.
   5. Select the Read Only check box if you want to indicate the field value cannot be modified.
   6. Select the Add link to add the code or UDF to the Fields table.
   7. Repeat this step sequence to add multiple UDFs or codes.
7. Select Next consecutively until you reach the Summary step.
8. In the Summary step, review a summary of all selections made.
   1. Expand each step title to review the selections made in that step.
   2. Select any of the following actions:
      • Select Back to navigate to a specific step and make changes.
      • Select Save to confirm the changes made to the provider object.

Legal Notices | Your Privacy Rights
Copyright © 2013, 2022

Last Published Thursday, October 6, 2022