Costpoint Online Help

Using the Help Search
Using the Help Search
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User-Defined Info Subtask

Use this subtask to enter data in the user-defined fields for a given project. The labels that appear for each type of user-defined field are first set up on the Manage User-Defined Labels screen.

If you are entering a new project, click the Autoload button to load all available labels. If a label's Required field is Y (Yes), you must fill in the information for that label:

  • If the Data Type is T (Text), you must enter a value in the Text Value field.
  • If the Data Type is N (Numeric), you must enter a value in the Numeric Value field.
  • If the Data Type is D (Date), you must enter a value in the Date Value field.

This subtask is also available as a standalone application: Manage User-Defined Information.

Contents

Field Description
Data Type

This non-editable field displays the data type that was defined on the Manage User-Defined Labels screen. The options are:

  • D: Date
  • N: Numeric
  • T: Text
Labels

This non-editable field displays the labels created for this project on the Manage User-Defined Labels screen.

Text Value

The value, if any, selected for this text label is displayed in this column.

Numeric Value

The value, if any, selected for this numeric label is displayed in this column.

Date Value

The value, if any, selected for this date label is displayed in this column.

Costpoint Validation Field

This column displays the Costpoint field that is the source for acceptable entries into this row.

Validated Text

This column displays a Y (Yes) if special text items were created for this row in the Validated Text table on the Manage User-Defined Labels screen.

These items are available in . An N (No) in this column indicates no special items were created for this row.

Required

This column displays Y (Yes) if this item is required for each project and N (No) if this item is not required for each project. You must enter information for all required labels.

Autoload

If you are entering a new project, click this button to load all available labels. You cannot click this button if rows already exist on this subtask.

If a label's Required field is Y (Yes), you must fill in the information for that label:

  • If the Data Type is T (Text), you must enter a value in the Text Value field.
  • If the Data Type is N (Numeric), you must enter a value in the Numeric Value field.
  • If the Data Type is D (Date), you must enter a value in the Date Value field.

    If the Required field is N (No) for a label, you need not enter any information.