General Tab

The General tab displays different fields, depending on the type of component you are designing. These fields and what to enter in them are listed in the following table.

Note: The General tab is the only tab you will see consistently, no matter what design you are starting. The other tabs discussed here may or may not appear, depending on the type of design you are starting; and they will not appear until you click the Apply button

  1. Use the information in the table below to complete the General tab.
  2. Click Apply.

If the General tab shows this field:

Do this:

ID

The ID code is used to facilitate data base functionality. Enter a code of your own creation. The code must start with "ux."

Name

Enter a name for the component. The name can be up to 64 characters long and can include alphanumeric characters, spaces, and punctuation marks.

Note: Make the name intuitive for users. For multi-record BPs, always make the name plural, such as Vendors, Action Items, RFIs, or Design Reviews. For single-records, make the name singular, such as "Project Information."

Description

(Optional) Enter a description of the business process or other component. A description is optional, but recommended.

Level

Specify whether this is a company-level or a project/shell-level component.

Behavior

Specify whether this business process will include a workflow.

Record Instances

Specify how many records the user can create for the business process or other component. Multiple means the user can create any number of records. Single means the user can create only one record for the component per project/shell.

Type

The field shows the type of business process you selected.

Sub-Type

Choose the business process sub-type, such as Line Items with Fund Codes (for a Cost PB), Simple (for a Project/Shell Creator BP), or Line Items with Both CBS and WBS Codes.

Classification

Choose the sub-type classification, such as Base Commit, General Spends, or Lease (for a Cost BP), or Projects or Shells Only, or Shell and Sub-Shells (for a Project/Shell Creator BP).

Configurable Managers

If you are designing a business process for a configurable manager, click Select and choose the manager.

You can select multiple managers for these business processes.

Note: Always click the Apply button when you have completed the General tab. Other tabs may not appear until you do so.


Last Published Monday, June 3, 2024