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.

Enterprise data is split into the following groups:

Global: For example, currencies, financial periods, and timesheet periods.
Projects: For example, codes, user defined fields, baseline types, funding sources, project calendars, and WBS categories.
Activities: For example, codes, user defined fields, cost accounts, and step templates.
Resources: For example, codes, user defined fields, rate types, resource calendars, and units of measure.
Risks: For example, risk categories, scoring matrices, and user defined fields.
Issues: For example, codes and user defined fields.
Documents: For example, document categories, statuses, and user defined fields.

You can import and export enterprise data, for example to streamline routine data maintenance, facilitate more efficient addition of and updates to data, and simplify data creation. Importing data from spreadsheets significantly reduces manual data entry and therefore the risk of human error. Exporting this data to Excel can provide a consolidated snapshot of the data you hold, across multiple pages of dictionaries.

Related Topics