Add Columns or Rows to a Sheet

The following explains how to add columns or rows to a sheet, where applicable.

Configurable Modules: <name> Manager [Code-based configurable manager]

Note: You must have the "Create" permission in order to proceed with adding columns or rows.

To add columns to a code-based configurable manager sheet:

  1. Go to the project/shell tab and switch to User mode.
  2. In the left Navigator, expand the Configurable Modules node.
  3. Click your code-based configurable manager (<name> Manager [Code-based configurable manager]). The log displays a list of sheets and the corresponding properties (on the right side).
  4. Double-click the sheet to open the sheet log that displays the columns.
  5. From the toolbar options, click Add Column (the icon with three vertical bars) to open the Add Column window.
  6. Enter values in the fields that are displayed.
  7. After you are finished, select one of the following options:
    • Cancel: To cancel the changes and close the window.
    • Save: To save your work for creating a new column.
    • Save & Add New: To save your work and begin creating a new column.

To add rows to a code-based configurable manager sheet:

  1. Go to the project/shell tab and switch to User mode.
  2. In the left Navigator, expand the Configurable Modules node.
  3. Click your code-based configurable manager (<name> Manager [Code-based configurable manager]). The log displays a list of sheets and the corresponding properties (on the right side).
  4. Double-click the sheet to open the sheet log that displays the columns.
  5. From the toolbar options, click Add Row (the icon with three horizontal lines) to open the Add Row window.
  6. Enter values in the fields that are displayed.
  7. After you are finished, select one of the following options:
    • Cancel: To cancel the changes and close the window.
    • Save: To save your work for creating a new row.
    • Save & Add New: To save your work and begin creating a new row.

Configurable Modules: Generic Cost Manager

For Generic Cost Manager (CM0 or CM zero), see Generic Cost Manager.

Configurable Modules: <name> Manager [Code and Records-based configurable manager]-Sheets

Note: You must have the "Create" permission in order to proceed with adding columns. You cannot add rows. The columns can capture data from business processes or manually entered data.

To add columns to a Code and Records-based configurable manager sheet:

  1. Go to the project/shell tab and switch to User mode.
  2. In the left Navigator, expand the Configurable Modules node.
  3. Click your Code and Records-based configurable manager (<name> Manager [Code and Records-based configurable manager]) to expand it.
  4. Click the Sheets sub-node ( <name> Manager [Code and Records-based configurable manager]-Sheets) to open the log. The log displays a list of sheets.
  5. Double-click the sheet to open the sheet log that displays the columns.
  6. From the toolbar options, click Add Column (the icon with three vertical lines) to open the Add Column window.
  7. Enter values in the fields that are displayed.
  8. After you are finished, select one of the following options:
    • Cancel: To cancel the changes and close the window.
    • Save: To save your work for creating a new column.
    • Save & Add New: To save your work and begin creating a new column.

Configurable Modules: <name> Manager [Code and Records-based configurable manager]-Class

You can only create new <name> Manager [Code and Records-based configurable manager]-Class.

Fields

The following details some of the fields:

In this field:

Do this:

Name

The Name field is populated with the data source value selected.

Datasource

Select a data source. The data sources available are data elements that are defined in the detail form for a class in uDesigner. Also listed are data elements based on SYS Numeric Logical Datasource, SYS Date Logical Datasource, SYS Project Cost Datasource, SYS BP Currency Amount, SYS BP Decimal Amount, and SYS BP Integer Amount data definitions.

Note: You can add data picker fields as columns, but you cannot invoke the data picker from the sheet.

Type

 

Data Format

Specify how the column data appears for numeric columns. The options are:

  • Show as Percentage: Data entered in a column is displayed as a percentage. For example, if you enter 0.25, it displays as 25%.

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 the system uses to validate the value of the Percentage column, when applicable, will be: 0-100.

  • Decimal Places: Select the number of decimal places to display (0 to 8).
  • Use 1000 Separator (,): If you select this option, the entered data is formatted with a separator for numbers with more than three digits. For example, 1,000 rather than 1000.
  • Negative Number Format: Specify if negative values are displayed with a negative sign or in parentheses.

Display Mode

Select Hide to make the column invisible to users. Select Show to display it. You can show/hide any column on the sheet, including the code name column.

Summary Rows

Specify what the summary rows display.

  • Blank: Summary row remains blank.
  • Sum of All Rows: Summary row displays the sum total of all row values for this column.
  • Use Formula Definition: Formula entered in the Formula field applies to the summary row.

Total

Specifies what displays in the bottom summary row for each column:

Blank: Summary row remains blank.

Sum of All Rows: Summary row displays the sum total of all row values for this column.

Use Formula Definition: Formula entered in the Formula field applies to the summary row.

Column Position After

Determines the position of the column on the sheet.

You cannot copy a column.


Last Published Sunday, July 20, 2025