Add Attributes

Article summary

Did you find this summary helpful?

Thank you for your feedback

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.

list%20attributes

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: Not Started - The Initiative has not started. Completed - The Initiative is complete. Deferred - The Initiative is deferred to a later time. Yellow - The Initiative is pending. Green - The Initiative is approved. Red - The progress is stopped.
Cat - Category	Select the Category in which the initiative is grouped: Strategic -impacts the organization or department's overall goal or focus. Operational - impacts the day-to-day way in which the organization or department functions. Financial - impacts the organization or department financially. Compliance - impacts the organization or department's specifications, policies, or rules.
Imp - Impact	Select the type of impact the initiative will have (low, moderate, significant, severe) on the category associated with the Initiative.

Was this article helpful?