For a Code-Based Manager

To launch a code-based manager, you need to name the manager and create a pool of data elements from which users can build codes and the sheet. Each code becomes a row on the sheet.

Go to the Company Workspace tab and switch to Admin mode.
In the left Navigator, click uDesigner > Configurable Modules.
Select New > Code. The Edit Studio window opens.
Use the information in the table below to complete the General tab.
Click Apply, then click the Codes tab.
Configurable managers use codes to organize the information on the tracking sheets. The Codes tab is where you create a pool of data elements. Users will pick elements from this pool to use as segments of a code. The code can be composed of one or more of these data elements. Building a code involves combining values from these data elements; for example, designing a field called "Project Identifier" using a code that includes Project, Record No., and Location data elements.

Note: Codes for code-based managers can be created from fields built only on string or pull-down data definitions. Be sure you have created these fields (data elements) before you create this pool of elements.

Codes can be up to 250 characters long, including the delimiters (such as dashes or underscores).

Note: Do not include the name of the code in this pool of data elements. The name of the code should not be used in the code itself.
1. Click the Add button. This adds a new row to the sheet.
2. In the Code Segments Separator field, select a delimiter.
  The delimiter separates the code segments. For example if you select an underscore (_) for the Project Identifier example above, it would appear as Project_Record_Location.
  
  You can select only one delimiter.
3. In the Name field, specify each data element you want to add to the pool by clicking the down arrow and choosing an element.
  Each data element you include under the Name field can be chosen by the user in Unifier as a segment, separated by the delimiter you specify in Step b.
4. To add another element to the pool, click Add again and repeat step c.
Click Apply to save the elements; then click the Options tab.
The Options tab is where you can specify the data elements that should appear on the manager sheet. You can add any currency, decimal, or integer type data elements. If these elements are present on Cost or Line Item business processes designed for the manager, the values from these elements will roll up to the sheet.

Note: Business processes designed for the Standard Cost Manager roll up only currency amounts to the cost sheet. Cost and Line Item BPs designed for a configurable manager can roll up other amounts, such as quantities, in addition to currency amounts.

These data elements work in conjunction with the data elements that were created for the manager's attribute form using the SYS BP Currency, Decimal, and Integer Amount data definitions (see Design Requirements for a Code-Based Manager). These data elements serve as containers for collecting the values from the data elements you specify here on the Options tab.

Note: After you set these fields, they cannot be changed or removed, even if you leave them empty.

To add a data element:
1. Click the Add button. The Select Data Elements window opens.
2. Select the currency, decimal, or integer type element you want to include on the manager sheet and click Open.
  (To add multiple elements, hold down the Ctrl key while you select the elements.)
Click OK.
After you click OK, uDesigner displays the name of the manager on the right pane.
To complete the launch, you need to design an attribute form. Users will use this form to create the codes for the manager and build the sheet.
To start the form:
1. Switch to Design mode and click the name of the manager in the navigator.
2. Select New > Attribute Form. The Edit Studio window opens.
3. Under the General tab, enter a name for the form and a description. The type is pre-populated.
4. Click OK to save and close the window.
  uDesigner displays the name of the form on the right pane. At this point, you can add the content to the form. See Adding Blocks to the Attribute Form and also Adding Fields to the Form.

In this field:	Do this:
Name	Enter a name for the manager. The name can be up to 64 characters long and can include alphanumeric characters, spaces, and punctuation marks.
Description	(Optional) Enter a description of the manager. A description is optional, but recommended.
Type	This field confirms that you are creating a configurable manager.
Sub-Type	This field confirms that the new manager is code-based.
Level	Specify whether this manager will be at the company level or project/shell level.
Sheets	Specify how many sheets the user can create for the manager. Multiple means the user can create any number of sheets for the manager to monitor. Single means the user can create only one sheet for the manager per company or per project/shell.
ID	Select an ID for the manager. You can create up to 25 configurable managers.

Last Published Monday, June 3, 2024