Editing Values on a BP Record Form

The following table describes the values:

Note:

• Select X to clear out values. You can also clear all field values by selecting Menu , and then selecting Reload.
• Use the Search and Find on Page options displayed on pickers to find specific items. Use the pagination controls if multiple records are present.

Form Values	Description
Text fields	Text fields have an input box.
Data Pickers	Select Picker to open the picker window, select a record, and then click Select.
BP Pickers	Select Picker to open the picker window, select a record, and then click Select.
Document Picker	On Line Item, Cost, Simple, and Project/Shell Creation business processes (BPs), you can specify which fields must include Form Documents (that is, documents that might be required). This picker supports integration with Microsoft Excel and CSV templates for project/shell-level record imports because these imports support attachments. Master Log and Bulk Update imports do not support attachments, so they do not support the picker. The picker also supports the Create BP Record with Attachment (V2) and Update BP Record with Attachment (V2) REST services at the project/shell level.
Line Item Picker	Use the Line Item picker to select a line item. Select Picker to open the picker window, select a record, and then click Select.
Shell Picker	Use the Shell Picker to select a company-sponsored shell to auto-populate shell data elements (DEs) on other BP fields. The picker is designed to show Active, Inactive, View-Only, and On-Hold shells. Use the Type list to view by Shell types.
Space Picker	The space log and space types are displayed. Use the View list to filter. Space types are displayed on the left, and the grid on the right displays the log for the selected space type.
Image Picker	Use for uploading images.
Hyperlink Picker	Use for adding and updating hyperlinks.
CBS Picker	On Cost-type BPs, project/shell cost sheets, and on schedule activity forms, use for selecting CBS codes.
Work Package Picker	On Cost-type BPs, use for selecting a work package for a Cost Sheet. This picker is populated with the work packages that have been created.
Transaction Currency Picker	The Transaction Currency picker displays the Project Currencies. The columns are Currency Name and Currency Symbol. Note: If you select a different currency for transactions, the system uses the exchange rates to calculate subsequent information. When you view the main form for the approved BP record, the system displays the Project Currency Amount field using the Transaction Currency symbol instead of the Project Currency symbol. For example, if the Base Currency for the project is US Dollars ($) and you select China Yuan Renminbi for the Transaction Currency, the system incorrectly displays the Project Currency Amount using the Yuan symbol (¥) on the main form. If you view the Project Currency by selecting it from View Currency on the Line Item tab, the correct symbol is shown.
User Picker	Use for selecting project/shell users (members of a project team) or company users (all users defined within a company). The options are contextual. Use the > or < controls to move the selected group or user from the Available Items list to the Selected Items list.
Commitment Summaries Picker (CM)	Use for selecting a commitment summary that a Generic Cost Manager uses in a shell.
Account Code Picker	Use for selecting company account codes included in the Cost-type BP.
CM0 Picker	Use for selecting a Generic Cost Code.
Seasonal Dates Picker	Use for selecting a Seasonal Dates record in the system. This is a system-defined picker.