Master Area Template Business Process

Use the Master Area Template to define lists of areas that can be selected from within business processes in a project (examples: Request for Information, Incident Management, and so on). Create multiple Master Area Template records to allow different projects to use different lists or manage a single Master Area Template containing all areas within your portfolio.

Characteristics

This is a Company-level business process without a workflow, provided in the system template.

Record Statuses

Status Resulting State
Active non-terminal
Inactive non-terminal

Creating a Master Area Template Record

Create a Master Area Template record by navigating to Information / General / Master Area Template on the Company Workspace tab, or from the Tasks log on the Company Workspace or Home tab.

Complete the Master Area Template form and attach related documents, if needed. After completing the form, select Save to create a record and keep it in editable mode, or select Submit if you are finished and ready to commit the record.

Note:

You must enter a value in all required fields (*) before you can save the form.
  1. Go to the Company Workspace tab, and switch to User mode.
  2. In the left Navigator, select Company Lists and Pickers, and then select Master Area Template.
  3. On the Master Area Template page, select Create. Refer to the tables below to complete the form. You can select Save at any time to create a record and keep it in editable mode.
  4. To add attachments, go to the Attachments tab, and select Attach Files"".
  5. After completing the form, select Submit.

Completing the Master Area Template Form

General

Field Name Access Description
Title Editable Enter a title.
Status Required Select a status.
Creator Read-Only Creator of this record
Creation Date Read-Only Date that the record was created
Record Number Read-Only This field displays the record number.
Line Item Count Read-Only The number of line items
Record Last Update Date Read-Only Date that the record was last updated

Completing the Area List tab

Area Details

Physical breakdown of the Area location

Field Name Access Description
Discrete Area Name Required The specific Area to be referenced
Tier 1 - Area Group Reference Editable Tier 1 of the area location
Tier 2 - Area Group Reference Editable Tier 2 of the area location
Tier 3 - Area Group Reference Editable Tier 3 of the area location
Tier 4 - Area Group Reference Editable Tier 4 of the area location
Tier 5 - Area Group Reference Editable Tier 5 of the area location
Line Item Status Editable Select the line item status. Active is selected by default.

Description

Detailed description of the physical area for this item

Field Name Access Description
Detailed Description Editable Enter detailed information. The field size can be expanded.

Location

Adding a latitude and longitude to areas will help with the mapping of records.

Field Name Access Description
Latitude Editable Enter a latitude.
Longitude Editable Enter a longitude.