| Field | Description |
|---|
| + Add Entry
|
To add a new value for the system field, click this option below the grid to create a blank grid row.
|
| Value
|
This column displays the current list of valid values for the field. In most cases, you can edit an existing value, and you can click
+ Add Entry to enter a new value. The exception is the Employee Role list. That list includes a set of standard values, such as Project Manager, that are also system labels. As a result, you cannot change them on the Lists form. You must change them on the Labels form instead.
For some field lists, this column label is something other than
Value (for example,
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
Vantagepoint generate a code for you when you move off of the grid row.
Exceptions:
- Country list:
Vantagepoint 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.
-
Labor Category: Use the
Code field instead of the
Category field if you use Costpoint integration with
Vantagepoint. Enter a unique code for a labor category that contains numbers, letters, or a combination of both. Leave the
Category field blank. After you save and close the Labor Category Setting dialog box,
Vantagepoint automatically assigns the next numeric category number as the category number for a labor category, based on the previous numbers entered in the
Category field in the grid. For more information, see
Set Up Labor Categories.
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.
|
| Other fields
|
The Settings dialog boxes for the following lists contain one or more fields in addition to
Value and
Code:
- Activity Type: Enter an activity type description in
Description and select a display option in
Display:
Calendar,
Task, or
Activity Hub Only.
- Country: For each country, use the
Display State/Province field to indicate if you want to include a state or province when you print formatted addresses for that country on invoices, checks, remittance advices, statements, and similar documents. If you select the
<Do Not Display> option, you can still select a state/province when you specify addresses for the country but it will not be included in the formatted address. If you want to include the state/province, you can also elect to display either its abbreviation or its name. Use the
Address Format fields to select an address format for each country: Format 1 (typical U. S. format), Format 2 (United Kingdom), or Format 3 (European).
- Employee Citizenship: Use the
Status check box to control whether individual values appear in the list. If
Status is selected, the value is included on the list for users to select. If
Status is not selected, the value does not display on the list.
- Labor Category: Use the
Category field if you do
not use Costpoint integration with
Vantagepoint. In this field, enter a unique number by which to identify the labor category. You must enter numbers, not letters. Leave the
Code field blank. After you save and close the Labor Category Setting dialog box,
Vantagepoint automatically assigns the category number as the code for a labor category.
- Project Probability: Enter a probability percentage in
Value (for example,
60) and a description or explanation in
Description (for example,
Proposal Stage).
- Project Stage: Enter the possible stages in
Description, and indicate in
Step whether a project assigned to that stage is being pursued, is not being pursued, is lost, or is won.
- NAICS: 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 NAICS field above the grid. You can search for either a partial code or partial description.
- 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.
|
| 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
Vantagepoint 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 this optoin below the grid to create a blank grid row.
|