Project values

You can configure the criteria for how project value types are associated to a quantity item and if they are required in projects in the organization in org > Settings > Design > Quantity Forecasting > Project values.

The values are managed in InEight cloud platform. For more infomation, see Project values.

The values that have Include turned to On show as optional in all projects within the organization. The values that have Required turned to On show as required in all projects in the organization.

In the project > Settings > Quantity Forecasting > Attribute and project values > Project values section, you only see the project values that are included at the organization level.

Include – When you turn the Include option to On for a project value, the project value becomes available as an attribute in the quantity item. By default, the value is turned Off in the project. You have the option to turn the Include option to On.

Required - When you turn the Required option to On for a project value, the project value type is a required attribute on the quantity item. The project-level toggles for these values are automatically turned to On and cannot be changed. The system will check that these required fields are maintained when adding or editing quantity items in the project. Required fields will show with an asterisk in the project to let you know which fields are required when adding or editing quantity items.

Considerations

• You must have Level 3 – Account Admin permissions in InEight Platform or a role with the applicable permissions in Quantity Forecasting.

• Include will be disabled if any quantity item has data maintained or if Required is turned to On. Required becomes disabled if quantity item data exists but there are quantity items that do not have that project value type maintained.