Project value type master data provides standardized data that can be shared and used across multiple InEight applications. Project value types in the InEight cloud platform represent the different entities common in construction and engineering work. The system managed project value types include Area, Segment, System, Subsystem, Turnover package, Construction commodity, and Work classification. A business can also configure their own standard entities in the system. These project value types with their associated attribute data fields are configured at a project level to help organize and store pertinent scope information used for filtering and reporting.
With the applicable permissions, you can select the icon to add or edit master data project value types. Permissions are configured in Roles and permissions > Master data libraries > Project value types.
| Permission Name | Description | Level |
|---|---|---|
| View project value types | Allows the user to view the list of available project value types in master data. | Base user |
| Add project value types | Allows the user to create and add project value types to master data. | Account Admin |
| Edit project value types | Allows the user to modify existing project value types in master data. | Account Admin |
The Project value types master data page shows a list of all the values created. By default, the Hide unavailable toggle is set to On, which filters the list to show only the available project value types that can be assigned to a project. You can change the Hide unavailable toggle to Off to show all existing project value types that were created.
| Field Name | Description |
|---|---|
| Name | Unique identifier of the project value type. The name of system managed project value types cannot be edited. |
| Description | Brief description of the project value type. |
| Required | If the Required field set to True, the project value type is automatically included in the data set of predetermined values that are available when a new project is created and is also pushed out to existing projects. Required can only be selected when the status of the project value is set to Available. If the Required field set to False, the project value type can still be added from master data at the project level. |
| System managed | Set of project value types that are always listed in master data. These values are Area, Segment, System, Subsystem, Construction commodity, and Work classification. The names of system managed value types cannot be changed. |
| Status | Set the status to Available to allow the project value type to be assigned to projects. When the status is set to Unavailable and the Hide unavailable toggle is On, the project value type does not show in the list on the master data page. |
To create a new project value type, click the Add icon. Fill in the necessary fields, and then click Save.
When you add a new project value type in master data, do not initially set it to be required before assigning attributes. If you save project value type initially as required, the attributes will not show assigned at the project level. Instead, create the new project value type, save it, and then assign attributes. Next, select the project value type, then edit it and select the Required check box.
To edit a project value type, select an item from the list, and click the Edit icon. You can change the name, description, or change the Required setting. After a project value type is created in master data it cannot be deleted. You can set the status of the project value type to Unavailable, which hides it at the project level so it cannot be selected and assigned. However, if a project value type is already assigned to a project, then the project value type will still be available in the project.
To edit a project value type, select an item from the list, and click the Edit icon. You can change the name, description, or change the Required setting.
After a project value type is created in master data it cannot be deleted. You can set the status of the project value type to Unavailable, which hides it at the project level so it cannot be selected and assigned. However, if a project value type is already assigned to a project, then the project value type will still be available in the project.
Click the name of the project value type to show a list of attributes assigned to it. If you have the applicable permissions, you can assign or remove attributes associated with the project value type.
To add an attribute to the project value type, click Assign attributes. A dialog box opens and shows a list of the attributes available in master data. Select the attributes that you want to assign to the project value type, and then click Add. If the attribute is associated to a project value type that is required, it is added to all projects. If the project value type is not required, the attribute will only be added to new projects.
To remove an attribute associated to the project value type, select an attribute or attributes, and then click Remove attributes. Removing an attribute only impacts new projects, not existing projects where the project value type is assigned.
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