How to Add an Attribute
1. Navigate to the System Admin Section
2. Select the Attributes tab under the System Admin section
3. To add a new Attribute, select the button
4. This will create a pop-up window allowing System Admins to fill in the appropriate information. These information to fill depend on the “Attribute Type” selected. The “Attribute Type” selected by default is “Drop-Down – Multi-Select”.
- For Duration, Number and Text, the information to add is the Default Value, and check the checkbox “Is Mandatory” to make the field mandatory for the users. The selection of one of these Attribute Types depends on the content of the Default Value.
- For Currency, the information is the same as the one for Duration/Number/Text, but with the addition of the option to select the “Default Currency”. In the example below example, the name of the Attribute is “Salary,” it is applicable to the objects “Role, Resource,” and it’s an USD currency.
- For Drop-Down – Multi-Select and Drop-Down – Single Select, the information includes (see image below):
A- The option to make the attribute mandatory
B- The option to reorder the different values by clicking, dragging and dropping.
C- The field to write the possible values of the attribute
D- The option to select one default value (for single and multi-select), or multiple default values (for multi-select)
E- The option to remove a value
F- The “+” button to add more values
For all Attribute Types, there is the option to select to which objects the attribute is applicable to, by selecting them in the “Applicable to Object(s)” drop-down list.
5. After inputting the appropriate information, select the button and the Attribute will be added to the EPC.