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Add Attributes
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Navigate to Maintenance > Planning Templates > Attributes.
On the Attribute List page, click the Add button.
Enter the Attribute Code and Attribute Name to identify the attribute.
Select Attribute Type from the following:
Text- indicates budget end users will enter text in the attribute field available when adding an initiative via the Planning Control Panel.
Date - indicates budget end users will select a date from the date picker for this attribute field available when adding an initiative via the Planning Control Panel.
Numeric Data - indicates budget end users will enter a number in the attribute field available when adding an initiative via the Planning Control Panel.
List - indicates budget end users will pick an option from a list box in the attribute field available when adding an initiative via the Planning Control Panel. Example below.
Click Save.
The table below describes some system-defined and delivered attributes:
Vendor | The vendor represents the group/department/office/organization associated with the initiative. For example, if you create an initiative to buy new staplers for every employee, the vendor might be ABC Office Supplies. |
Description | The description of the Initiative. It is typically entered when the Initiative is created on the Initiative Add page. |
STS - Activity Status Indicator | Reflects the status of the Initiative. Various values for statuses are:
|
Cat - Category | Select the Category in which the initiative is grouped:
|
Imp - Impact | Select the type of impact the initiative will have (low, moderate, significant, severe) on the category associated with the Initiative. |