Attributes are data fields that can be associated with project values, disciplines, and commodities, then assigned to a project to help organize and store pertinent information used for filtering and reporting. Multiple attributes can be assigned to a single project value, discipline, and commodity to enhance the collection of information.
With the applicable permissions, you can select the icon to add, edit, and assign master data attributes. Permissions are configured in Roles and permissions > Master data libraries > Attributes.
| Permission Name | Description | Level |
|---|---|---|
| View attributes | Allows the user to view the list of available attributes in master data. | Base user |
| Add attributes | Allows the user to create and add attributes to master data. | Organization Admin |
| Edit attributes | Allows the user to modify existing attributes in master data. | Organization Admin |
| Assign attributes | Allows the user to assign attributes to project values, disciplines, and commodities in master data. | Account Admin |
The Attributes master data page shows a list of the existing attributes. By default, the Hide unavailable toggle is set to On, which filters the list to show only the available attributes that can be assigned. On this page you can create new attributes or change the status and field length of existing attributes.
Attributes cannot be deleted but the status of an attribute can be set to Unavailable, which prevents the attribute from being used and assigned. However, if an attribute is already assigned to a project, then it will still be available in the project.
| Field Name | Description |
|---|---|
| Name | Unique name of the attribute. |
| Type | Select from date, decimal, numeric, text, and validated list to further define the attribute data format. |
| Max length | Number of characters allowed for the data field. |
| Status | Set the status to Available to allow the attribute to be assigned. If the status is set to Unavailable and the Hide unavailable toggle is On, the attribute does not show in the list on the master data page. |
To create an attribute, click the Add icon. Fill in the necessary fields, and then click Save.
To edit an attribute, select it from the list, and then click the Edit icon. You can change the max length and status as needed, but the name and type cannot be edited.
When the attribute is a validated list type, you can set the status of individual items in the list in the slide-out panel.
If an item in the validated list is set to Unavailable, then it cannot be selected from the drop-down list for that attribute. The status ensures that when a validated list for an attribute is assigned to a project value type, discipline, or commodity, it only shows the list values that are Available.
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