Launching a Manager

Before the user can use a manager, you must launch that manager in uDesigner, by using an attribute form or a detail form.

An attribute form or a detail form will enable:

Example

An attribute form or a detail form is:

For a company, you can design either an attribute form or a detail form, but not both.

You must create an attribute form or a detail form and import the form to the production environment before you import any BP forms or other components. Otherwise, the system uses a default attribute form for the company.

After you create an attribute form or a detail form:

The application uses an attribute form or a detail form to populate many of the pickers on BP forms. The information collected by an attribute form or a detail form is displayed to the user when the user wants to Drill Down to an item on a sheet, or to instantly shift from an overview of data to a more detailed and granular view within the same data set. For example, in a CBS code on a cost sheet, if you double-click the CBS code from the sheet, the system opens a "properties" window which contains specific information about the CBS code. This specific information in the "properties" window usually comes from an attribute or detail form.

In This Section

Design Requirements for Launching a Manager

Starting an Attribute or Detail Form for a Manager

Adding Blocks to the Attribute Form

Modifying Blocks

Moving or Deleting Blocks

Designing a Formula for Fund or Account Codes

Designing a Picker

Designing a Log for a Manager



Last Published Tuesday, October 14, 2025