Split Attributes

Split attributes are created from timephased attributes. Split attributes can be used to help your organization track the individual components of a timephased attribute and they roll-up their data to the parent timephased attribute. For example, your organization may want to track the number of sales leads generated for a specific time period. Using a split attribute can provide a way of tracking Internet, mail, and telephone leads individually, but also as part of a single timephased attribute. Split attributes cannot be created for calculated timephased attributes.

Note: This view is not available when using Serena Agile On Demand.

Adding a split attribute

Add a split attribute for a timephased attribute. If the timephased attribute already has data, this will cause that data to be replaced by the rolled-up data from any split attribute that is associated with the parent attribute.

To add a split attribute

From the application toolbar, click Setup, and then select Configuration.
Select the Attributes Setup tab.
Select the Split Attributes tab.
Select an attribute.
Click New.
Name the split attribute. The system name will be generated after the split attribute is saved.
Click Save.

Deleting a split attribute

You can delete a split attribute, but you should be sure they are not being used and that they do not contain data before you delete them. For example, deleting a split attribute which contains data that is being used in the Financials tab will permanently delete that data and it may affect the layout of the Financials tab itself.

To delete a split attribute

From the application toolbar, click Setup, and then select Configuration.
Select the Attributes Setup tab.
Select the Split Attributes tab.
Select an attribute.
Under Splits, select an attribute split.
Click Delete.

Editing a split attribute

Make your changes and then save them.

To edit a split attribute

From the application toolbar, click Setup, and then select Configuration.
Select the Attributes Setup tab.
Select the Split Attributes tab.
Select a split attribute.
Make your changes.
Click Save.

Viewing a split attribute

Split attributes can be viewed from the Split Attributes tab in the Attributes Setup tab.

To view a split attribute

From the application toolbar, click Setup, and then select Configuration.
Select the Attributes Setup tab.
Select the Split Attributes tab.
Select the timephased attribute containing the attribute split you want to remove in the Attributes list.
Select the split attribute whose details you want to view in the Splits list.