Use this screen to customize labels for the user-defined fields in the Projects folder. User-defined labels help you to enter and track more information about your projects. These labels are optional and are completed for any selected project via the User-Defined Info screen (Projects » Project Setup » Project Master). You can also use this screen to set up validated text and labels so that you can control what is entered into the user-defined field(s). Validated text labels allow use of the binoculars icon and can be created in either of the following ways:
Enter a Y (Yes) in the Validated Text column and use the Validated Text subtask to customize the information you and your users will view when using in the User-Defined Info screen.
Enter a N (No) in the Validated Text column and use in the Costpoint Validation Field column to select the Costpoint data table column that will be used for the function in the User-Defined Info screen.
You must set up the labels or validated text for user-defined fields before they are available in the User-Defined Info screen. Although they can be set up at any time, for more complete project information, you should set them up before entering any projects.
Enter the sequence in which you want the labels to appear. For example, if you wanted to have a label called "Contract Start Date" appear first, you would give it a sequence number of 1. Two rows cannot have the same sequence number; if they do, you will not be able to save this screen. New rows are automatically incremented by 10, allowing for insertion of additional rows at a later time. To insert a new row, click the New Line icon on the toolbar.
Use this drop-down list to select the data type allowed on the User-Defined Info screen (Projects » Project Setup » Project Master). Valid options are:
Select D (Date) to allow entry of only a date.
Select N (Numeric) to allow entry of only a number.
Select T (Text) to allow entry of alphanumeric text.
Only T (Text) Data Types will be allowed if you enter Y (Yes) in the Validated Text column.
Enter the row heading, up to 15 alphanumeric characters. This label will appear in the User-Defined Info screen (Projects » Project Setup » Project Master), and you will be able to assign values to your selected project.
Enter a short help description, up to 30 alphanumeric characters, that you want to appear at the bottom of the screen (in the on-screen help field) when you are entering data into the User-Defined Info screen (Projects » Project Setup » Project Master).
Use to select a column of an already existing Costpoint data table. The items in this column will be used as a source in the User-Defined Info screen (Projects » Project Setup » Project Master). The Validated Text option cannot be used when this column is active.
Enter a Y (Yes) if entries made for this label will be restricted to specific alphanumeric text. Use the Validated Text subtask to create these text items and their descriptions.
These text items will be available for in the User-Defined Info screen (Projects » Project Setup » Project Master). The Costpoint Validation Field cannot be used for this row when there is a Y (Yes) in this column.
Enter a Y (Yes) if this user-defined information will be a required field for this project in the User-Defined Info screen.
Highlight the row for which you want to enter values and click the Validated Text button. This subtask is accessible only for those rows that have a Y (Yes) in the Validated Text column. Use the Validated Text subtask to set up valid values. For example: The label might be Completion Rating and the valid values could be 0-30 days, 31-60 days, and 60+ days.
This screen updates the following tables:
UDEF_LBL
UDEF_VALID_VALUES