How to Add a Global Field

How to Add a Global Field

1. Navigate to Maintenance > Templates > Global Fields.

2. Click the Add button.

3. Enter a Global Field Code and Name to identify it.

4. For Global Field Format, select from the following:

   • Number - Store global field data (i.e. rates) in Number format to be used in planning calculations within a template.

   • Currency - Store global field data in Currency format. A currency symbol will be placed before the numerical value.

   • Percent - Store global field data in Percent format. A percent symbol will be placed after the numerical value.

   • Text - Store global field data in Text format.

5. Select the number of decimals for display in the template. For example, if you select two, a number will display as 00.00.

6. For Unit Description, you can optionally enter an additional description of the global field.