Clarity

  • 1.  Company Attribute for resources

    Posted Jan 20, 2017 05:31 AM

    Dear Sir,

    On Administration/Resources screen there is a look up field "company". How can I configure to view "company" field in Home/Resource/Resource Properties screen ??

    And can we modified label for this field on Administration/Resources screen ?

     

    Please kindly advice.



  • 2.  Re: Company Attribute for resources

    Broadcom Employee
    Posted Jan 20, 2017 02:10 PM

    Hi juu,

    Begin your journey here:

    https://docops.ca.com/ca-ppm-saas/14-4/en/administration/reference/ca-ppm-studio-development/ca-ppm-studio-objects-and-a… 

    Our CA PPM Studio documentation offers guidance for adding attributes to objects and displaying those attributes as fields on pages according to their defined views.

     

    For example, you can add an attribute to the Resource object. Call it Company_Name and make it a lookup of active companies. Then you can add that Company_Name field to the page where resources are edited.

     

    Concepts are as follows: 

    1. Edit attributes of the object.
    2. Add those attributes as fields on a particular view for that object. For example, a page, subpage, or section of a page.

     

    Kind Regards,

    Damon (CA PPM DocOps Team)



  • 3.  Re: Company Attribute for resources

    Broadcom Employee
    Posted Jan 20, 2017 02:37 PM

    Some screens added... this is after navigating to Administration, Studio, Objects.

    Here we can create a new attribute called Company_Name for the active company lookup.

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

    Then, we can go to the Views tab and add it to the resource (labor) properties edit layout.

     

     

     

     

     

     

     

     

     

     

     

     

    Click Add Field to push it from Available to the Left or Right column.

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

    The Company field now appears on both the Admin - Resources page and the Home - Resources page:



  • 4.  Re: Company Attribute for resources

    Broadcom Employee
    Posted Jan 20, 2017 02:50 PM

    For the last part of your question, "can we modify the label for this field on Administration/Resources screen" - no, that admin page cannot be edited. The consistency is important for data integrity, support, and upgrades.

     

    You may also be interested in using the Vendor field.