Source Fields Tab when Area = Cost

This topic described the Source Fields tab fields and columns when you select Area = Cost on the User-Defined Data form. To see the Schedule and All Workflows tab fields and columns, see Source Fields Tab when Area is Schedule and Source Fields Tab when Area is All Workflows.

You select Area = Cost when you want to add source fields to the Cost Analysis form. In order for a source field to be available to add to the Cost Analysis form, you first need to add the field to the database using this tab.

See User-Defined Data Overview for more information about when you would use each area and tab.

Source Fields Grid

This grid allows you to add source fields from the source tables to PM Compass  that you can then add to the Cost Analysis form.

Grid Toolbar

Option

Description

Source Fields

Click this drop-down arrow to display the following options: 

  • Print — Select this option to display the Print Preview form with the grid’s contents displayed.

  • Export to Excel — Select this option to display the Microsoft Excel application with the grid’s contents displayed.

Insert

Click this button to add a source field to the existing PM Compass fields.

Delete

Select a row and then click this button to delete the row.

Grid Columns

Move a column to another location on the tab by clicking the column heading and dragging it to your preferred location in the grid. In addition, you can re-size the width of each column by placing the mouse pointer on the column border that you want to adjust. When the mouse pointer changes to a double-sided (left-right) arrow, you can drag the border to the desired width.

Field Name

Description

Table

This column displays the available source tables. Each cell in this column contains a drop-down list of table names.

The following tables are available:

  • Control Account/Work Package

  • Control Account Notes

  • Work Package Notes

Some of the table names are system labels. These are user-defined labels for system-wide entities in PM Compass. You can edit system labels on the Labels tab of the System Settings form. It appends the label that you define on the tab to the System Label, for example, Projects_CAMS.  

If you enter a single character, the application searches for every option that begins with that character. This column displays up to 50 alphanumeric characters. After you select a table, the Field Name column becomes enabled.

Field Name

This column contains fields only available in the selected table. For example, if the selected table is Projects, then the drop-down list only displays fields that are in the Projects table. The options display in alphabetical order.  

  • For the Control Account Notes and Work Package Notes tables, the available fields vary from user to user as each user sets these fields up in the source system.

  • The available options in the drop-down list include the default categories as well as any categories created in Cobra.

For the selected area, you cannot have two rows with the same Table and Field name.

Label

Enter a descriptive name for the source field. The value that you specify in the field becomes the field label that displays on the Cost Analysis form after adding the source field to the form. To save the record successfully, make sure that this column is not empty or does not have duplicate entries.

While a field label can hold up to 50 characters, many of the views in PM Compass will truncate the label when space is limited.

What do you want to do?

Add a source field to the Cost Analysis view

View location

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