9 Working with Dynamic Lists

Dynamic lists are a method for defining entities related to a specific item. These entities, called sub-items, are relevant only to this particular item or portfolio. For example, a sub-item can be different milestones of a project.

The characteristics of sub-items are:

• Any portfolio of portfolios, portfolio, or item can have sub-items.
• Sub-items are organized in groups by type, such as Milestones or Funding Sources. Sub-items of a particular type appear as a list in a form. Sub-items of different types have no connection with each other.
• The order in which sub-items are created determines their order in the list. The order can be modified by the user. (The order can be meaningful when the data is calculated based on the sub-item order.)

See the following topics:

• Adding a Dynamic List: You may add a dynamic list to a tab in a form, just as you would add any other widget. For more information, refer below to Customizing Dynamic List Components.
• Adding a Transfer Tool to a Tab: You may add a transfer tool to a tab in a form, just as you would add any other widget. For more information, refer to below to Customizing Transfer Tool Components.
• Using a Dynamic List in a Form: You may enter data into a dynamic list in a form. For more information, refer to Entering Data in a Dynamic List.
• Using a Transfer Tool in a Form: You may transfer data between different dynamic lists. For more information, refer to Transferring data between Dynamic Lists.
• Displaying Cell Trend from Sub-items: You may display cell trend from sub-items. For more information, refer to Displaying Cell Trend from Sub-Items.
• Updating Dynamic List Category Entries: You can update the sub-item entries of each dynamic list category. For more information, refer to Creating Entries of Dynamic List Categories.