Creating dynamic attributes

Dynamic attributes of an employee, job, position, and assignment change according to the context in which they are viewed. For example, a person or team that is responsible for a product changes according to different phases of the production cycle. These custom attributes and their values are displayed on the Overview and Employee roster pages, available for selection under the Column icon in the toolbar. Values of custom attributes can be specified and edited on the Detail page.

You can import specific values of existing custom attributes to the application from relational modeling tables.

You can create additional dynamic attributes for a job, position, employee, or employee assignment.

  1. Click Home.
  2. Select Module Settings and Budgeting > Configuration > Attributes tab.
  3. Depending on the element for which to create a new attribute, select one of these options:
    Option Path
    Jobs Job Dynamic Attributes > Add Attribute
    Positions Position Dynamic Attributes > Add Attribute
    Employees Employee Dynamic Attributes > Add Employee Attribute
    Assignment Employee Dynamic Attributes > Add Assignment Attribute
  4. Specify Name.
  5. Select one of these format types:
    Format type Description
    Boolean Used for attributes that support only TRUE or FALSE values. To select a correct state for a selected job, change the switch icon on the Job details page.
    Dimension List Specify the cube, dimension, and hierarchy. Use Dimension List to limit the values that are available for selection for hierarchy items.
    List Select an existing hierarchy or create a new hierarchy. To create a new hierarchy, clickAdd List, specify the name, and add list items. To confirm your configuration click OK. Use List to limit the values that are available for selection for hierarchy items. You can define your own hierarchy list and list items
    String String format type treats any cell value as a string.
    Text Area Text Area format type treats cell value, including numbers, as text. The data is displayed exactly as specified.
  6. To create a new attribute, Click Add.