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
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.
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