Visma.net ERP
Project attributes (PM202000)
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An attribute group is a collection of additional elements to gather and store information related to specific entity types: projects, tasks, or account groups.
If a group is defined for the entity type, the attributes will be displayed on the Attributes tab of the corresponding window, so that users can specify them when they create an entity of that type.
By using this window, you can create, view, modify, and delete attribute groups. To define the attributes, you use the Attributes (CS205000) window.
Only one group of attributes can be defined for each entity type used in the Projects workspace.
Den övre delen
In this area, you can select the entity type and then create, modify, or delete its attribute group.
| Element | Description |
|---|---|
| Name | The entity type for which you want to specify the attribute group. The following options are available:
|
Tabellen
In the table, you can create the list of attributes to be used for the specified entity type.
| Column | Description |
|---|---|
| Active |
A check box that indicates (if selected) that the attribute is available for all records of a particular type. You can deactivate an obsolete attribute by clearing the check box. |
| Attribute ID | The attribute ID. |
| Description | A read-only field 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 in the appropriate data entry window. |
| Control type | A read-only box displaying the element type of the attribute: Text, Combo, Check box, or Date-time. |
Related tasks
