Mappings Tab of User-Defined Components Form

Use the Mappings tab to map user-defined field and grid information.

You can map from the Opportunity Info Center to the Project Info Center, from the Opportunity Info Center to Project Planning, and between the Project Info Center and Project Planning for actions such as creating a project from an opportunity or creating a project from a plan. This tab is only available for the Project Info Center, the Opportunity Info Center, and Project Planning. It is disabled for other standard and user-defined Info Centers.

Contents

Field Description
Field Mappings Drop-down

Click the drop-down arrow on a grid header to complete any of the following actions:

  • To print grid data, click Print. On the Print Preview form, click File > Print to send the grid data to your default printer.
  • To export grid data to an Excel spreadsheet, click Export to Excel. When Microsoft Excel opens, use its features to modify, print, or email the grid data, or to save the spreadsheet file locally.
  • To turn on grouping for a grid, click Enable Grouping. When a field displays with the instruction: "Drag a column header here to group by that column," drag and drop column headers into the field, in the sequence that you want them to display.

Not all options are available on all grids.

Opportunity Grid

This field displays a <Field> entry and all user-defined grids for all Opportunity Info Center tabs.

If you want to map an Opportunity Info Center field, select <Field>. Then select the specific field in the Opportunity Column field.

If you want to map an Opportunity Info Center grid column heading, select the name of the grid. Then select the column heading in the Opportunity Column field. If you want to map all column headings in that grid, you need to create an entry for each one. You cannot map an entire grid to an entire grid in one entry (row).

Opportunity Column

If you selected <Field> in the Opportunity Grid field, this column displays all of the user-defined fields on all tabs of Opportunity Info Center. Select the field you want to map.

If you selected a grid in the Opportunity Grid field, this field displays all of the column headings for that grid. Select the column heading you want to map.

Project Grid

This field displays a <Field> entry and all user-defined grids for all Project Info Center tabs.

If you want to map a Project Info Center field, select <Field>. Then select the specific field in the Project Column field.

If you want to map a Project Info Center grid column heading, select the name of the grid. Then select the column heading in the Project Column field. If you want to map all column headings in that grid, you need to create an entry for each one. You cannot map an entire grid to an entire grid in one entry (row).

Project Column

If you selected <Field> in the Project Grid field, this column displays all of the user-defined fields on all tabs of the Project Info Center. Select the field that you want to map.

If you selected a grid in the Project Grid field, this field displays all of the column headings for that grid. Select the column heading that you want to map.

Planning Grid

This field displays a <Field> entry and all user-defined grids for all Project Planning tabs.

If you want to map a Project Planning field, select <Field>. Then select the specific field in the Planning Column field.

If you want to map a Project Planning grid column heading, select the name of the grid. Then select the column heading in the Planning Column field. If you want to map all column headings in that grid, you need to create an entry for each one. You cannot map an entire grid to an entire grid in one entry (row).

Planning Column

If you selected <Field> in the Planning Grid field, this column displays all of the user-defined fields on all tabs of Project Planning. Select the field you want to map.

If you selected a grid in the Planning Grid field, this field displays all of the column headings for that grid. Select the column heading you want to map.