Previous Topic

Next Topic

Book Contents

Working with Enterprise Data

Use the Enterprise Data page to configure various types of data settings routinely used by other features in the application. Your settings reflect the data recognized by your industry or organization and help to meet your project management requirements and standards.

Enterprise Data categories

Table of Enterprise Data Elements

Item

Description

item one

Global section: Click Global to customize global data, such as currencies and financial periods.

item  two

Projects section: Click Projects to customize project-specific data, such as baseline types and funding sources.

item  three

Activities section: Click Activities to customize activity data, such as activity codes and cost accounts.

item  four

Resources section: Click Resources to customize resource and role data, such as rate types and resource codes.

item five

Risks section: Click Risks to customize risk data, such as risk categories and thresholds.

item six

Issues section: Click Issues to customize issue data, such as issue codes and UDFs.

item seven

Documents section: Click Documents to customize document data, such as document categories and statuses.

Related Topics

About Baseline Types

About Funding Sources

About Notebook Topics

About Calendars

About Project Codes

About User Defined Fields

About Work Breakdown Structures (WBS)

About Activity Codes

About Cost Accounts

About Expenses

About Step Templates

About Risks

About Issues

About Document Categories and Statuses

About Currencies

About Financial Periods

About Overhead Codes

About Timesheet Periods

About Resource and Role Rate Types

About Resource Codes

About Resource Curves

About Units of Measure


Copyright information