Adding and editing time grid attributes

You can add or edit time grid attributes.

Procedure

  1. Click Configure > Attributes.
  2. Select the module in which to add or locate the attribute.
  3. To add an attribute, click Add attribute.
  4. Select Time Grid from the list of attributes.
    1. In the Name field, enter a name for the attribute
    2. In the Description field, describe the attribute. The text that you type in the Description field will be visible when you move the cursor over the attribute title. The text is also visible when you edit the attribute.
    3. Optional: In the Administrator Notes field, type the administrator notes for the attribute. Use the Administrator notes to convey tips to other administrators. For example, This attribute should not be editable in any view. The Administrator notes are displayed in the attribute setup, when you configure attribute access levels for views and when you add global attributes to workspace modules.
    4. To enable the option to analyze investment and financials, select Allow Investment Analysis.
    5. In the Sheets field, add the time grid sheets. For each sheet, specify the name, time scale, start date, and end date.
    6. In the Rows field, add the rows and type a descriptive name for each row:
      • Summary row: Select this check box to make the row a heading and display the sum of the values in the group of cells that belong to the heading. Summary rows are locked for editing.
      • Heading: Select this check box to create a group of the cells under the heading.
      • Locked row: Select this check box to lock the row for editing.
  5. In the Display type field, select the type of display; Default, Streams, Chart, Table.
    Note:
    • If display type of Default or Stream is selected, a user with read-only access can open the time grid in a read-only mode.
    • If display type of Chart or Table is selected, a user with read-only access cannot open the time grid. A user with edit access must define what a user with read-only access can view.
    • If Allow Investment Analysis option is selected, a user with read-only access cannot open the time grid regardless of the display type.
  6. In the Time Interval field, select the time interval; Default, Month, Quarter, Year.
  7. In the Change Log Settings field, select Log Changes to log changes to the attribute.
  8. Click OK to save the configuration.

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