Attributes

Attributes are information about an item that shows in a field or column of a view. Attributes should have unique names; if an attribute has the same name as another attribute, then it must have a unique attribute type and/or it must be dimensioned. Attributes can be assigned to item types from the Investment Type tab in the Types Setup tab.

There are six primary types of attributes:
There are four roll-up types that can be applied to attributes (from the Attributes tab) and attribute dimensions (from the Dimensions tab): Roll-up types can be used with the following attribute types: date, float, integer, milestone, money, percent, ranged calculation, time, and calculated timephased (all four of them).

Copying an attribute

You can create new attributes by copying existing ones.

To copy an attribute
  1. From the application toolbar, click Setup, and then select Configuration.
  2. Select the Attributes Setup tab.
  3. Select the Attributes tab.
  4. Select the attribute you want to copy and click Copy.
  5. Make your changes.
  6. Click Save.

Deleting an attribute

You can remove any attribute that is not being used by an existing item type, column, or box. Removing an attribute will remove any associated attribute list values.

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

Editing an attribute

Make your changes and then save them. Once created, there are some properties of an attribute that cannot be modified, including its data type, roll-up type, or whether it is dimensioned.

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

Viewing an attribute

An attribute can be viewed from the Attributes tab in the Types Setup view.

To view an attribute
  1. From the application toolbar, click Setup, and then select Configuration.
  2. Select the Attributes Setup tab.
  3. Select the Attributes tab.
  4. Select an attribute and view its properties.