Project Management Classes
Form ID: (PJ201000)
You use this form to add, view, edit, and delete the project management classes that provide the default settings for project issues and requests for information.
Form Toolbar
The form toolbar includes only standard buttons. For the list of standard buttons, see Form Toolbar and More Menu.
Summary Area
You fill in the elements in this area when you add a new project management class. You can also select the ID of an existing class to view it details.
Element | Description |
---|---|
Project Management Class ID | The identifier of the project management class. |
Description | A brief description of the project management class. |
Element | Description |
---|---|
Project Issues |
A check box that indicates (if selected) that this project management class is available for selection in the Class ID box of the Project Issue (PJ302000) form. If the project management class has been selected for at least one project issue, this check box cannot be cleared. |
Requests for Information |
A check box that indicates (if selected) that this project management class is available for selection in the Class ID box of the Request for Information (PJ301000) form. If the project management class has been selected for at least one request for information, this check box cannot be cleared. |
Details Tab
On this tab, you can specify settings that will be used for project issues and requests for information of the project management class.
Element | Description |
---|---|
Answer Days Default | The quantity of days that are used to calculate the due date for a project
issue in the Due Date box of the Project Issue (PJ302000)
form. This box is available only if the Request for Information check box is selected in the Used For section of the current form. |
Element | Description |
---|---|
Answer Days Default | The quantity of days that are used to calculate the due date for a request for
information in the Answer Due Date box of the Request for Information (PJ301000)
form. This box is available only if the Project Issues check box is selected in the Used For section of the current form. |
Attributes Tab
On the Attributes tab, you can add, review, and delete attributes for this project management class. When a record is added on the applicable data entry form, these attributes will be listed on the Attributes tab of that form in the sort order you specify, and the user will enter the values of these attributes for the particular record.
You can add only attributes that have been defined on the Attributes (CS205000) form.
The table toolbar includes only standard buttons. For the list of standard buttons, see Table Toolbar.
Column | Description |
---|---|
Active | A check box that indicates (if selected) that the attribute is available for
the project issues and requests for information of this class. You can deactivate an obsolete attribute by clearing this check box. In this case, the deactivated attribute will no longer be displayed for the project issues and requests for information of this class, but all attribute values that have already been specified for existing project issue or request for information still will be stored in the database. Thus, if you reactivate the attribute, its values will become visible in the system again. |
Attribute ID | The attribute identifier, which has been specified on the Attributes form. |
Description | A read-only box showing the description that has been provided for the attribute. |
Sort Order | An integer that defines the position of the attribute in the list of attributes available for the entity type. You should specify 1 for the first attribute you want to be listed, 2 for the second, and so on. |
Required | A check box that indicates (if selected) that the user must specify a value for this attribute on the Attributes tab of the appropriate data entry form. |
Internal | A check box that indicates (if selected) that the attribute is not available on the Self-Service Portal. |
Control Type | A read-only box displaying the element type of the attribute, which has been specified on the Attributes form: Text, Combo, Check box, or Datetime. |
Default Value | The default value of the selected attribute. You can override the default value that has been specified on the Attributes form and specify a default value for the class." |
Priorities Tab
On this tab, you can add, edit, and review the priorities that can be used for project issues and requests for information. The Low, Medium, and High priorities are predefined in the system.
The table toolbar includes only standard buttons. For the list of standard buttons, see Table Toolbar.
Element | Description |
---|---|
Active | A check box that indicates (if selected) that the priority is available for the
project issues and requests for information of this class. You can deactivate an obsolete priority by clearing the check box. In this case, the deactivated priority will no longer be displayed for new project issues and requests for information of this class, but will be displayed for existing project issues or requests for information. Thus, if you reactivate the priority, the priority will become visible in the system again. |
Priority Name | The name of the priority. |
Sort Order | An integer that defines the position of the priority in the list of priorities available for the project issue or request for information. You should specify 1 for the first priority you want to be listed, 2 for the second, and so on. |
Default |
A check box that indicates (if selected) that the priority is set by default for a project issue or request for information. By default, the Medium priority is defined as the default. |