Enterprise Data Page

Overview

Use this page to configure the enterprise data for your entire organization.

Screen Elements

Enterprise Data Category list

A list of all the enterprise data types grouped by category. Select an entry in the list to open its enterprise data settings.

Global category

  • Currencies: Enables you to define the monetary units used to store costs for all projects in the database.
  • Financial Periods: Enables you to define predefined time periods you can apply to financial or scheduling data to consistently measure and compare data.
  • Global Calendars: Enables you to define available workdays, workhours, holidays, and so on that apply to all projects in the database.
  • Overhead Codes: Enables you to categorize users' non-project-related time, which they use with timesheets, for example, sick time, vacation, and so on.
  • Timesheet Periods: Enables you to define the amount of time timesheets cover; for example, every two weeks or every month.

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.

Resources category

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

  • Assignment UDFs: Enables you to define organization-specific data related to resource assignments.
  • Rate Types: Enables you to define price/units used to calculate costs for resource assignments.
  • Resource Calendars: Enables you to define resource-specific workdays and workhours in a day.
  • Resource Codes: Enables you to categorize resources into logical groups based on your organization's criteria.
  • Resource Curves: Enables you to define custom resource curves, which specify the allocation of resources and costs over the duration of an activity. Resource units and costs are distributed evenly throughout an activity unless you specify nonlinear distribution using resource curves.
  • Resource UDFs: Enables you to define organization-specific data related to resources.
  • Units of Measure: Enables you to define standardized ways to define units of time or materials.

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

Click the "" Projects menu and select Enterprise Project Data, or click the Administer menu and select Enterprise Data.

Related Topics

About Enterprise Data

Working with Enterprise Data

About Currencies

About Financial Periods

About Calendars

Working with Calendars

About Timesheet Periods

About Overhead Codes

About Baseline Types

About Funding Sources

About Notebook Topics

About Project Codes

About User Defined Fields

Working with User Defined Fields

About Work Breakdown Structures (WBS)

About Activity Codes

About Cost Accounts

About Expenses

About Step Templates

About Resource and Role Rate Types

About Resource Codes

About Units of Measure

Working with Risk Scoring Matrices

About Issues

About Issue Codes

About Document Categories and Statuses

Adding a Currency

Creating Financial Periods

Creating a Financial Period Batch

Assigning a Base Calendar to a Resource Calendar

Creating Timesheet Periods

Creating Overhead Codes

Creating Baseline Types

Creating Funding Sources

Creating Notebook Topics

Creating Project Codes

Creating Project Code Values

Configuring Project Codes

Configuring Project Code Values

Creating Project UDFs

Creating WBS UDFs

Creating Activity UDFs

Creating Expense UDFs

Creating Step UDFs

Creating Assignment UDFs

Creating Resource UDFs

Creating Risk UDFs

Creating Issue UDFs

Creating Document UDFs

Creating WBS Categories

Creating Activity Codes

Creating Activity Code Values

Defining Resource Curves

Creating Units of Measure

Creating Risk Categories

Creating Risk Thresholds

Creating Risk Scoring Matrices

Assigning a Risk Scoring Matrix to a Project

Creating Issue Codes

Creating Issue Code Values

Creating Document Categories

Creating Document Statuses


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