MANAGE ORGANIZATION USER-DEFINED INFORMATION

Use this screen to enter values for user-defined fields for each organization. You set up these fields on the Manage Organization User-Defined Labels screen. If you use user-defined information for organizations, use this screen when you add a new organization and when you need to change that information for an existing organization.

You can apply organizational security to this screen. Use organizational security to grant or deny rights for individual users to view or update information for specific organizations. For more information about organizational security and how to apply it, see the related topic on Organizational Security.

Location

Identification

Organization

Use Query to select the organization for which you want to enter user-defined information. The description for the organization displays in the adjacent, unlabeled field.

User-Defined Info

Data Type

This column displays the data type for each user-defined field:

Labels

This column displays the labels for the user-defined fields that you defined on the Manage Organization User-Defined Labels screen.

Text Value

If Data Type is T for the user-defined field, enter the text value for the field for the selected organization.

Numeric Value

If Data Type is N for the user-defined field, enter the numeric value for the field for the selected organization.

Date Value

If Data Type is D for the user-defined field, enter the date for the field for the selected organization, or click the calendar icon and select the date.

Costpoint Validation Field

This column displays the Costpoint field that is the source for valid entries for the field. If you selected a data table column in Costpoint Validation Field for the label on the Manage Organization User-Defined Labels screen, Costpoint validates the value that you enter for the user-defined field for an organization against the values in that Costpoint field.

Validated Text

This column displays a Y (Yes) if you specified valid text values for the field on the Validated Text subtask of the Organization User-Defined Labels screen. Click in Text Value to select from a list of the valid values. N (No) in this column indicates that no list of valid text items exists for the field.

Required

Y (Yes) in this column means that you must enter a value for the field for every organization. N (No) means you are not required to make an entry.