Defining a manual list

You can create manual lists where you add and maintain list members manually. Manual lists can contain any grant you want to use as part of a set, which you can use anywhere automatic lists are used. Use this procedure to define a manual list.

  1. Access List (MX10.1).
  2. Click New List to access Define List (MX10.2) where you will define header information for the new list. Use these guidelines to specify field values:
    Object Type

    You must associate an attribute list with an object type. For Project Accounting, select Activity (ACTVY), Activity Group (ACGRP), or Account Category (ACCAT).

    List

    Specify a name and description for the new list.

    User Analysis

    Specify or select a user analysis to associate with the list. You can specify the value or use the Define (F6) feature to open the User Analysis Entry sub-form. For more information, see the Strategic Ledger User Guide.

    Sort By Attribute and Audit tab

    These tabs do not apply to manual lists. Leave the Sort by Attribute fields blank.

  3. After adding the new list, you automatically navigate back to List (MX10.1). Click New List again to return to Define List (MX10.2).
  4. Click Manual List to access Manual Activity List (AC13.4), Manual Activity Group List (AC14.4), or Manual Account Category List (AC16.4).
  5. Use Manual Activity List (AC13.4), Manual Activity Group List (AC14.4), or Manual Account Category List (AC16.4) to select the activities, activity groups, or account categories that you want in the manual list.
  6. To view the list members, click Preview on Define List (MX10.2) or on List (MX10.1) to access (for Activities) Activity List Members (AC13.3), Activity Group List Members (AC14.3) or Account Category List Members (AC16.3). OR (for Grants), to access Grant List Members (GM18.3).
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