Basic Info |
The Basic Info tab enables you to define capital project types.
The field in the top section of this tab defines the data that displays.
Project type ID
Identifier of the capital project type currently displayed in the grid or that you are defining. Maximum field length is 30 characters. This field has a list box. The project type description displays to the right of the ID. This field is required.
The fields in the bottom section of this tab enable you to provide more information about the project type, including description, capital category ID, capital priority ID, automatic numbering, and custom ID structure. All fields are optional.
Description
Text description of the project type that you are defining. Maximum field length is 60 characters.
Capital category ID
Identifier of the capital category assigned to the project type. This field has a list box. The category description displays to the right of the ID.
Capital categories are defined on the Data -> Equipment Management -> Capital Planning -> Setup -> Capital Categories screen.
Capital priority ID
Identifier of the capital priority assigned to the project type. This field has a list box. The priority description displays to the right of the ID.
Capital priorities are defined on the Data -> Equipment Management -> Capital Planning -> Setup -> Capital Priorities screen.
Automatic numbering
The automatic numbering mechanism that you can use for capital project types. The options are:
NONE: Automatic numbering is turned off
STANDARD: Automatic numbering is set to the standard ID structure: [YYYYMMDD]-[SEQ:5] where SEQ:5 is a five digit sequence (this is the default)
CUSTOM: Automatic numbering is assigned the user-defined structure specified in the Custom ID structure field
Custom ID structure
Free-form text field in which you can specify a custom numbering structure by combining static text with one or more of the following tags. The complete ID may not exceed 30 characters. Required if the Automatic numbering field specifies CUSTOM. Otherwise, optional.
[SEQ:##]: Inserts a sequence number with the number of digits specified, padded with zeroes.
[YR]
[YYYYMMDD]
[MMDDYYYY]
[DDMMYYYY]
[YYMMDD]
[MMDDYY]
[DDMMYY]
Tip: Custom IDs may not include the following symbols: $ % / ! @ # ^ * ( ) + = { } ` ~ \` " \\ | > < ? , _
Yearly inflation factor
Default yearly inflation factor that is used on project schedules to automatically adjust a project budget. This field auto-populates if a factor is associated with the project type ID. Must be a positive number.
Mapping Symbology ID
Use this to add a new symbology ID. With this ID, you can add custom symbology.