Enterprise Project Data Dialog Box

Overview

Use this dialog box to configure the enterprise project data for your entire organization.

Note: This dialog box presents only a subset of enterprise data for projects and activities. To view all enterprise data, see the alternate steps under Getting Here at the bottom of the page.

Screen Elements

Enterprise Project Data Category list

The list of all the enterprise project data categories and types.

Projects category

  • Baseline Types: Enables you to categorize and standardize baselines across projects.
  • Funding Sources: Enables you to define the agencies, businesses, or groups that provide funding for projects.
  • Notebook Topics: Enables you to define types of notebook topics and allows multiple users to apply a common theme or label to shared information.
  • Project Calendars: Enables you to define standard work weeks for projects.
  • Project Codes: Enables you to track different projects based on characteristics they share.
  • Project UDFs: Enables you to define organization-specific data related to projects.
  • WBS Categories: Enables you to clasify work breakdown structures (WBSs), to help you organize, filter, report, and maintain WBS information.
  • WBS UDFs: Enables you to define organization-specific data related to work breakdown structures.

Activities category

Enables you to create, modify, and delete various activity-related data.

  • Activity Codes: Enables you to categorize activities into logical groups based on your organization's criteria.
  • Activity UDF: Enables you to define organization-specific data related to activities.
  • Cost Accounts: Enables you to monitor project expenses, activity costs, and earned value throughout the project life cycle.
  • Expense Categories: Enables you to classify and standardize expenses, and organize and maintain your expense information.
  • Expense UDFs: Enables you to define organization-specific data related to expenses.
  • Step Templates: Enables you to define a group of steps common to multiple activities, and then assign the template to different activities.
  • Step UDFs: Enables you to define organization-specific data related to steps.

Risks category

  • Risk Categories: Enables you to classify risk types for your specific project or business that are used to categorize and organize project risks. Categorizing risks enables you to analyze the types of risks occurring and see trends within the project or across multiple projects.
  • Risk Thresholds: Enables you to define ranges of values (for example, monetary, time, quality, technical, etc.) to use in rating or assessing the impact of a risk to a project.
  • Risk Scoring Matrix: Enables you to calculate the impact of risk on a project, to help you determine if the risk should be addressed during the course of the project, or if the risk does not present a significant impact to the cost or schedule of the project.
  • Risk UDFs: Enables you to define organization-specific data-User Defined Fields (UDFs)-related to risks.

Issues category

  • Issue Codes: Enables you to categorize issues into logical groups based on your organization's criteria.
  • Issue UDFs: Enables you to define organization-specific data related to issues.

Documents category

Enables you to create, modify, and delete various documents-related data.

  • Document Categories: Enables you to classify documents into organization-specific categories, such as project standards or project deliverables.
  • Document Statuses: Enables you to define organization-specific statuses for documents, such as in review, approved, or completed.
  • Document UDFs: Enables you to define organization-specific data related to documents.

Getting Here

To navigate to project enterprise data:

Click the "" Projects menu and select Enterprise Project Data.

To navigate to all enterprise data:

Click the Administer menu and select Enterprise Data.

Related Topics

About Projects

Working with Projects

About Baseline Types

Creating Baseline Types

About Funding Sources

Creating Funding Sources

About Notebook Topics

Creating Notebook Topics

About Calendars

Creating Project Calendars

Configuring Project Calendars

About Project Codes

Creating Project Codes

Configuring Project Codes

About User Defined Fields

Creating Project UDFs

Creating WBS Categories

Creating WBS UDFs

About Activity Codes

Creating Activity Codes

Creating Activity UDFs

About Cost Accounts

Creating Cost Accounts

Creating Expense Categories

Creating Expense UDFs

About Step Templates

Creating Step Templates

Creating Step UDFs

About Risk Categories

Creating Risk Categories

About Risk Scoring Matrices

Creating Risk Scoring Matrices

About Risk Thresholds

Creating Risk Thresholds

About Risks

Creating Risk UDFs

About Issue Codes

Creating Issue Codes

Creating Issue UDFs

About Document Categories and Statuses

Creating Document Categories

Creating Document Statuses

Creating Document UDFs


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