Setting Up Agile Planner → Configuration → Attributes Setup → Lists

Lists

Attributes can be configured to have drop-down lists and the values contained in those lists are configurable.

Adding an attribute list

Add a new attribute list. Once added, it will be available to choose from the List drop-down in the List Attributes section of the Attributes tab.

To add an attribute list
  1. From the application toolbar, click Setup, and then select Customization.
  2. Select the Attributes Setup tab.
  3. Select the Attributes tab.
  4. In the list of attributes, select an attribute that has an attribute type of constant, Timephased - FTE, or Timephased - UNITS.
  5. Under Time Phase Attributes, click Rates.
  6. In the Edit Rates dialog box, select Add. In the Rate column, enter the rate and choose the date upon which the rate is to take effect.
  7. Click Save.

Deleting an attribute list

You can remove any attribute list that is not being used by an existing attribute. An attribute list's values will be removed when the attribute list is removed.

To delete an attribute list
  1. From the application toolbar, click Setup, and then select Customization.
  2. Select the Attributes Setup tab.
  3. Select the Lists tab.
  4. Select an attribute list.
  5. Click Delete.

Edit an attribute list

Make your changes and then save them. Once created, you cannot modify an attribute list's list type.

To edit an attribute list
  1. From the application toolbar, click Setup, and then select Customization.
  2. Select the Attributes Setup tab.
  3. Select the Lists tab.
  4. Make your changes.
  5. Click Save.

Viewing an attribute list

An attribute list can be viewed from the Lists tab in the Attributes Setup tab.

To view an attribute list
  1. From the application toolbar, click Setup, and then select Customization.
  2. Select the Attributes Setup tab.
  3. Select the Lists tab.
  4. Under Lists, select an attribute list.