Use this screen to customize labels for the user-defined fields in the Projects domain. User-defined labels help you to enter and track more information about your projects. These labels are optional and are completed for any selected project via the Manage User-Defined Information screen. You can also use this screen to set up validated text and labels so that you can control what is entered into the user-defined field(s). Validated text labels allow use of and can be created in either of the following ways:
Enter a Y (Yes) in the Validated Text column and use the Validated Text table to customize the information you and your users view when clicking on the Manage User-Defined Information screen.
Enter a N (No) in the Validated Text column and click in the Costpoint Validation Field column to select the Costpoint data table column that is used for
on the Project User-Defined Information screen.
You must set up the labels or validated text for user-defined fields before they are available on the Manage User-Defined Information screen. Although they can be set up at any time, for more complete project information, you should set them up before entering any projects.
Enter the sequence in which you want the labels to appear. For example, if you wanted to have a label called "Contract Start Date" appear first, give it a sequence number of 1. Two rows cannot have the same sequence number; if they do, you cannot save this screen. New rows are automatically incremented by 10, allowing for insertion of additional rows at a later time. To insert a new row, click .
Use this drop-down list to select the data type allowed on the Manage User-Defined Information screen. Valid options are:
Date — Select this option to allow entry of only a date.
Number — Select this option to allow entry of only a number.
Text — Select this option to allow entry of alphanumeric text.
Only Text data types are allowed if you select the check box in the Validated Text column.
Enter the row heading. This label appears on the Manage User-Defined Information screen, and you can assign values to your selected project.
Enter a short help description that you want to appear at the bottom of the screen (in the on-screen help field) when you are entering data on the Manage User-Defined Information screen.
Click to select a column of an already existing Costpoint data table. The items in this column are used as a
source on the Manage User-Defined Information screen. The Validated Text option cannot be used when this column is active.
Select this check box if entries made for this label are restricted to specific alphanumeric text. Use the Validated Text table to create these text items and their descriptions.
These text items are available for on the Manage User-Defined Information screen. The Costpoint Validation Field cannot be used for this row when this check box is selected.
Select this check box if this user-defined information is a required field for this project on the Manage User-Defined Information screen.
Use this table to set up valid values for each of the validated text labels. You can access this table only for those rows on the main screen that have the check box selected in the Validated Text column.
For each row that has the check box selected in the Validated Text column, you must set up at least one valid value, or you cannot enter anything into that row on the Manage User-Defined Information screen.
Enter a valid value for the user-defined label. You can have as many different values as you need for each different validated text label.
Enter an optional description for each of the valid text values. This description is displayed along with the valid text values when you click on the Manage User-Defined Information screen.