Project - field description

Fields are presented in the order that they are presented in a form. Click a link to see the field descriptions for the form.

Main tab

Approval

Select a code that describes the type of approval.

Class

Select a category for the object. An object belongs to only one class.

Contact 1-2

Enter the primary and secondary contact persons for this project. These entries do not need to be an Optiva user name.

Cost Center

Select the cost center for the project.

Created By

Shows the user who created the object.

Creation Date

Shows the date when the object was created.

Description

Enter or modify a short description of the object.

End Date

Enter a proposed date to stop tracking the object.

Est. End Date

Enter the estimated date for completing the project.

Hold

Select a code that describes the reason for stopping use of an object.

Intro Date

Enter the introductory date for the project.

Modified By

Shows the user who changed the object.

Modify Date

Shows the date when the object was last edited.

Parent Code

Specify the project code that is the parent for the current project.

If you copied a project and designated the new project as “child”, then this entry contains the parent project.

Plan Start/End Date

Enter the planned start and end dates.

Priority

Shows the priority code for the project.

Project Manager

Specify the user who will be the project manager.

Project Manager Description

Enter a description for the project manager.

Start Date

Enter a date to begin tracking the object.

Status

Select a code that describes the current state of the object in the release process.

Supervisor

Specify the supervisor for this project. This entry does not need to be an Optiva user name.

Parameters tab

Parameters depicts the properties of an object that can be measured, calculated, or stated.

Your Optiva administrator configures the filters that a parameter is assigned to and the object templates that a parameter has been assigned to.

The types of parameters include:

Rollup - pull data from other object parameters.
Information - are entered by you and can be used in calculations, but not roll-ups.
Equation total - are calculated by Optiva using equations defined by your administrator.
Cost - are associated with production cost.
Others - as defined by your administrator.

Attribute

Specify a value in the Attribute columns.

Description

Shows the parameter ’s description.

Filter

Select a filter from the list to view the corresponding parameters.

Level

Shows whether the parameter value is:

Calculated - by Optiva when you click Reset Calculation Level.
Manual Override - Your manual entry overrides the calculated values.
Pending - Waiting to be calculated or manually overridden.

Make Default

Select a parameter filter and make that filter the default for your own user id. Master Users (who are defined in the Role page) will be prompted to assign the default filter to the user code, lab code, role, or global lab (@DFLT). User code is the most specific assignment, meaning it takes precedence over the most general assignment, which is @DFLT.

Parameter

Shows the Parameters which correspond to the Filter category.

Precision

Enter a description of the precision of the parameter value. This informational field has no effect on the appearance of the parameter.

Reset Calculation Level

Select at least one parameter row before clicking the Reset Calculation Level link.

If the Level field is “Manual Override” or “Calculated”, then clicking this link clears the Value field and changes the Level to “Pending”.

Test Method

Click the Lookup to select a test method for the parameter. These are test suites developed in the Optiva Testing module or test codes established by your Optiva administrator.

Value

Enter a value for the parameter, as expressed in the unit of measure for this row. Or, select a value from the list.

UOM

Shows the parameter’s unit of measure.

Security tab

This tab identifies who can access the object and the types of access privileges that are granted for the Owner, Group, and Role.

The Optiva administrator configures the default security for all objects of this type. You can specify the security for a specific object here. For example, you can assign the Owner full privileges (Read/Copy/Write/Delete), but partial or no access privileges to the Role and Group.

Group

Select the security group for the owner of the object. If the owner belongs to more than one group, then the group owner selected during login is displayed here.

Group Access

Select the level of access privileges the Group has to the object.

Owner

Shows the name of the user who created the object. If you have the appropriate security privileges, then you can change the Owner by manually typing another value or by selecting the Lookup.

Click View Object to navigate to the User page where you can view details about the object’s Owner.

Owner Access

Select the level of access privileges the Owner has to the object.

Role Access

Select the level of access privileges the Role has to the object.

Context tab

You can define the attributes for an object:

Manufacturing and selling locations
Brand name
Type of product
Product usage
End users of the product

The context data values that are available for selection are configured by your Optiva administrator.

Although you are not required to enter data in this tab, it is useful for performing searches and for running reports.

Description: Shows a description of the selected value.
Type: Select a context attribute from the list.
Value: Select a value for the context attribute. You can add more than one value for the same context attribute; just add another row.

Classification tab

You can assign set(s) to Optiva objects. The values that are available for selection are configured by your Optiva administrator.

Sets are a useful method for categorizing your objects and for filtering data when performing lookups and searches. For example, food manufacturers can have separate classifications (set codes) for Baked Goods, Fast Food, Frozen Food, and so forth.

By default, objects are only shown in the lab in which they were created. Once you assign sets to an object, those objects can be seen by users in other labs.

To hide objects from other labs, do not assign them to a set.

Notes tab

You can enter free-form text comments for function (Doc) codes. The codes that are available for selection are configured by your Optiva administrator and can vary by object type.

If you are unable to edit your notes, then check with you administrator. It is possible that the function code is configured as read-only.

Attachments tab

You can attach text files, large graphic files, and/or URL addresses to an object. Graphic file attachments are displayed in the Thumbnail column.

The function (Doc) codes are configured by your Optiva administrator and can vary by object type. Your administrator also controls who can attach files, publish files, and access the published file location(s).

Published file attachments can be viewed by clicking the link. These files cannot be edited; you must change a local version of the file and re-attach the new version.

If you cannot open published file attachments or URL address links, then check with your Optiva administrator. You must have the appropriate Windows permissions or Internet browser capabilities.

Embedded Images tab

You can add graphic image files directly to the Optiva database. Because image files can consume a large amount of database space, it is recommended that you:

Embed image files only when absolutely necessary, such as for use in reports.
Use the Attachments tab, whenever possible, for adding image files to objects. Attachments point to a file system location rather than to the database.

The function (Doc) codes that are available in the Embedded Images tab are configured by your Optiva administrator and can vary by object type.

Attach: Click the paperclip icon to open the pop-up window. Then, select the image file that you wish to embed with the object.
Description: Specify a description for the embedded image file.
Doc Code: These read-only Function (Doc) codes are configured by your Optiva administrator.
File Name: View the image in either the Thumbnail column or by clicking the File Name link.
Preview: The thumbnail image is displayed here. If you do not embed an image or if you embed an image that is not among the supported file types, a placeholder image is shown.

References tab

The References tab is used to link to other objects, such as: Vendors, Customers, Specifications, Formulas, Items, and Projects.

You can add referenced objects to this tab by clicking the Create New Object or Create From buttons. The same reference can be added more than once.

After the new object has been added to the tab, you can click the link to open the object in its own window.

Reports tab

The Reports tab is used to view related object data. Some of the most common types of information available on this tab include workflows.

Custom Tables tab

The Custom Tables tab is configured by the Optiva administrator. It enables you to store additional information about the object in a custom table within the Optiva database.

Depending upon how your administrator has configured the tab, you can perform these tasks: