Add New External References

Use the External Reference Setup submodule to add new external references that can be used to map external information to jobs, purchase orders, and resources.

To use the External Reference Setup submodule, you must have access to Settings as defined in the User Access Rights submodule under Settings.

To add a new external reference:

1. On the main toolbar, click Settings .
2. If you have more than one company in your system, use the drop-down list above the left pane of the Settings screen to select the company to which you want to add a new external reference.
3. In the left pane of the Settings screen, click Advanced Tools > External Reference Setup.
4. On the grid toolbar, click Add External Reference .
5. In the Add External Reference dialog box, enter or select the applicable information for the Name, Regex, and Reference Type fields.
6. If you want to identify an external reference as unique, select the Unique check box.
7. Click Yes.