Use this screen to customize labels for the user-defined fields in the organization table. User-defined labels help you to enter and track more information about your organizations. These labels are optional, but if there is additional information you want to capture about an organization, you can set up labels on this screen for use in other software applications.
You can also use this screen to set up validated text and labels to control what is entered on the Manage Organization User-Defined Information screen. Validated text labels enable you to use Lookup.
Create validated text labels in one of the following ways:
Select the Validated Text check box and use the Validated Text subtask to customize the information that displays when you click 
on the Manage Organization User-Defined Information screen.
Clear the Validated Text check box and click in the Costpoint Validation Field column to select the Costpoint data table column to use for the lookup on the Manage Organization User-Defined Information screen.
You must set up the labels or validated text for user-defined fields here or they will not be available in the organization file maintained by the Manage Organization User-Defined Information screen. Although you can set up labels or validated text at any time, you should, for more complete organization information, set them up before you enter any organizations.
Enter the sequence in which you want the labels to display on the Manage Organization User-Defined Information screen. Two rows cannot have the same sequence number. Sequence numbers for new rows are automatically incremented by 10 to accommodate insertion of additional rows at a later time.
Use this drop-down list to select the data type for the user-defined label. Valid options are:
Text — Select this setting to allow entry of any alphanumeric text. If you select the Validated Text option for this row, this is the only data type available.
Number — Select this setting to restrict entries to numbers.
Date — Select this setting to restrict entries to dates.
Enter a user-defined label. This label displays on the Manage Organization User-Defined Information screen, where you can assign the associated values for your organizations.
Enter a short description for the label. The help description displays at the bottom of the Manage Organization User-Defined Information screen when you enter data.
Click to select a column of an existing data table. The items in this column of the table window are used as a Lookup source on the Manage Organization User-Defined Information screen. If you make an entry in this field, you cannot select the Validated Text check box for this row.
Select this check box if entries made for this label will be restricted to specific text values. Use the Validated Text subtask to specify the valid entries for the label. If you select this check box for a row, you cannot make an entry in Costpoint Validation Field for that row. Highlight the row for which you want to enter valid entries and click Validated Text to display the Validated Text subtask.
Select this check box if you want this user-defined label to be a required field on the Manage Organization User-Defined Information screen.
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Subtask |
Description |
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Validated Text |
Select the label row and click this link to display the Validated Text subtask. |