Project Class List View
- Tom Williams
- Emma Greenwood
Project Classes are used to classify one or more Projects into a group with other similar behaving Projects and for organizing reports. For example, you may have several individual Projects that each tracking a separate Capital Improvement Project. From here, users can add, edit, and delete Project Classes. Project Classes are used to classify Projects.
Software Version: 2022.11.28 and newer
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| Toolbar Icons | Description |
|---|---|
| Cancel | Cancels the current unsaved changes and returns the view from Edit mode to Read only mode. This toolbar icon is only displayed when the view is in edit mode. |
| Delete | Deletes the selected record(s). When clicked, users will be prompted with: "Are you sure you want to delete the selected records?". Click "OK" to confirm, or "Cancel" to return without deleting. WARNING: Records cannot be recovered once they are deleted! |
| Edit | Puts the list view in edit mode allowing all editable fields to be modified at one time. To get out of edit mode you must either Cancel or Save your changes. |
| Excel |  Clicking the Excel toolbar icon exports the current contents of the grid to an Excel file that is automatically downloaded. The contents that export are only those currently visible. If the grid is filtered, only the filtered contents will be exported. |
| Favorites |   Clicking on the star icon when it is an outline, adds the page to the 'My Shortcuts' tab and fills in the star. Clicking on the star icon when it is filled in (solid color), removes the page from the 'My Shortcuts' tab and returns the icon to an outline.
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| Grid Layout | Opens the Saved Grid Layout menu that allows the user to select another saved layout, create a new layout, save changes to a layout, or assign a saved layout as the default for the page. Once changes are made to a grid, such as columns are added or removed, the user can click the Saved Grid Layout icon and save the changes to the grid layout and name the new layout. The new layout can also be set as the default, instead of the System View. This is useful for creating specific views to separate master files or transaction types (i.e. Invoice specific vs. Credit Memo specific).
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| Help | Opens the online WIKI help page for the current page.
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| New | Inserts blank lines that allow adding multiple new records. |
| Save | Saves all changes made and returns the view from Edit mode to Read-Only mode. This toolbar icon is only displayed when the view is in edit mode. |
| Fields | Description |
| Class Description | The name associated with the Class ID. This defaults to blank, is required for all records and must be <= 200 characters. If missing, the message "Class Description is required." will be displayed on Save. This does not need to be unique and is always editable. Linked Database Field: ERPx_GLProjectClass.ClassDescription |
| Class ID | The unique identifier of the Project Class record. This defaults to blank, is required for all records and must be <= 50 characters. If missing the message "Class ID is required." will be displayed on Save. This value must be unique and if not the message "Duplicate Class ID's are not allowed" will be displayed on Save. This value is always editable. Linked Database Field: ERPx_GLProjectClass.ClassID |
| Inactive | A Yes/No field used to identify if the record is Inactive. If set to 'Yes' then the record is "Inactive" and will not be included in look-ups for the Project master file. If set to 'No' then the record is "Active" and can be freely used 'No' values display as blank in the grid. This value is always editable. Linked Database Field: ERPx_GLProjectClass.IsInactive |
Users must log out and back in before the pages will be visible in the 'My Shortcuts' tab.