Use the fields and options on the Settings dialog box to add, delete, or reorder valid values that appear in drop-down selection lists for some
Deltek fields.
Contents
| Field | Description |
|---|
| + Add Entry
|
To add a new value for the system field, click
+ Add Entry below the grid to create a blank grid row.
|
| Value
|
This column displays the current list of valid values for the field. You can edit an existing value, and you can click
+ Add Entry to enter a new value.
For some field lists, this column label is something other than
Value.
The Settings dialog boxes for most lists only contain a single grid column for the valid values. These are the exceptions:
- Activity Subject: Enter the activity description in
Subject and select the
Milestone check box for any activities that are milestones.
- Activity Type: Enter an activity type description in
Description and select a display option in
Display:
Calendar,
Task, or
Activity Manager Only.
- Opportunity Probability: Enter a probability percentage in
Value (for example,
60) and a description or explanation in
Description (for example,
Proposal Stage).
- Opportunity Stage: Enter the possible stages in
Value, and select the
Closed Stage check box for any stages to which you assign
opportunities that are no longer actively pursued (a Lost stage or Awarded stage, for example). When an
opportunity is closed, only stages for which
Closed Stage is selected can be assigned to that
opportunity.
- Phone Format: Enter a description of the format (for example,
Standard Format) in
Value, the country for which you use the format in
Country, and the format itself (for example,
(###) ###-####) in
Phone Format.
- State/Province: First select the country in
Country, and then enter an abbreviation for the state or province in
Abbreviation and the full name in
Value.
If the NAICS field list is available, the default list of NAICS values is very long. Often the quickest way to find a specific NAICS code is to use the search field above the grid. You can search for either a partial code or partial description.
|
| Code
|
Some lists associate a code with each value. If a
Code field is available, do either of the following:
- Enter a unique code for the value.
- Leave
Code blank to have
Deltek generate a code for you when you move off of the grid row.
Exceptions:
Deltek will not generate a code when you add a country for the Country list or a new NAICS code for the NAICS list. You must enter a code for those.
Before you save a new list value, you can change the code, including a generated code. After you save a list value with a code, you cannot change the code. If you want the value to have a different code, delete the value and add it again with the correct code.
|
| X
|
To remove one of the values for the system field, hover over the row for that value, and click
X at the end of the row.
Some system fields have one or more special values that you cannot remove because
Deltek requires them for internal processing. You can, however, change the text that displays in drop-down lists for those values.
|
| + Add Entry
|
To add a new value to the list, click
+ Add Entry below the grid to create a blank grid row.
|
