Working with Enterprise Data

Use the Enterprise Data page to configure various types of data settings commonly used by other features in the application. Your settings reflect the data recognized by your industry or organization and help to meet your project management requirements and standards.

This illustration is a graphical representation of the text in the following table.

Table of Enterprise Data Elements

Item

Description

item one

Global section: Click Global to customize global data, such as currencies and financial periods.

item  two

Projects section: Click Projects to customize project-specific data, such as baseline types and funding sources.

item  three

Activities section: Click Activities to customize activity data, such as activity codes and cost accounts.

item  four

Resources section: Click Resources to customize resource and role data, such as rate types and resource codes.

item five

Risks section: Click Risks to customize risk data, such as risk categories and thresholds.

item six

Issues section: Click Issues to customize issue data, such as issue codes and UDFs.

item seven

Documents section: Click Documents to customize document data, such as document categories and statuses.

item eight

Import/Export Enterprise Data link: Click Import/Export Enterprise Data to import or export your enterprise data to a spreadsheet.

Related Topics

About Managing Enterprise Data

About Currencies

About Financial Periods

About Calendars

About Overhead Codes

About Timesheet Periods

About Table Auditing

About Stored Images

Working with Application Settings



Last Published Thursday, October 12, 2023