Example

Moose Wood Outfitters wants to track the project manager and store type for activities in each of their new store projects.

Attribute Values
STORE TYPE

MALL

STRIP MALL

OUTLET

PROJECT MANAGER

JOHNSON

WENDT

BROWN

KNOTT

To assign specific store type and project manager values, you can manually add the appropriate values to each activity. But, assuming that you have a large group of mall store projects managed by Joe Brown, you can save time by creating an attribute template that lets you add these values automatically.

  1. Create an attribute template MALLBROWN for activities that contain these attributes and values:
    STORE TYPE

    MALL

    PROJECT MANAGER

    BROWN

  2. Use the template on Activity Attributes (AC13.1) to automatically populate these attribute values for the appropriate activities.