Assigning attribute values to an activity group (AC/BR)

After defining attributes for the Activity Group (ACGRP) object type, you can assign attribute values to an activity group. This procedure describes the process for assigning attribute values to a user-defined attribute within an activity group.

Ensure to define attributes first before assigning values. Follow these steps to assign attribute values to an activity group:

  1. Access Activity Group Attributes (AC14.1).
  2. Select the activity group to which you want to assign attributes.
  3. Assign attribute values to an activity group. Use these guidelines to specify the field values:
    Attribute Value Template

    To populate attribute values from a template, select the template you want. When you add the record, the system adds the attribute values from the template to the activity group. See Defining attribute templates (AC/BR/GB).

    Note: You can assign values from a template at any time. The new values are added without overriding existing values.
    Effective Date Template

    To populate effective dates assigned to attribute values from a template, select the template you want. Details for defining an effective date template are found elsewhere in this user guide. See Defining an attribute value effective date template (AC/BR/GB).

    Value

    Specify or select a value in this field to assign attribute values to the activity group.

  4. Click Eff Date to access the Attribute Value Effective Date (AC14.6). Use this sub-form to assign an effective date to an attribute value. If you want to assign values to multiple activity groups by attribute and effective date, click By Attribute Date to access Values by Attribute Effective Date (AC14.7).
  5. Run Acct Unit Attribute Value Update For Effective Date (MX135) to copy the effective date attribute values for a specific date to the Accounting Unit Attribute Value file AUMXVALUE (Unix/Windows) or DBIFAMV (IBMi). You must run this program for an effective date attribute value to become the value used in reports and attribute lists.

Options for assigning attribute values

  • Click By Attribute on Activity Group Attributes (AC14.1) to access Values by Activity Group Attributes (AC14.2). Use this sub-form to assign attribute values for one attribute to multiple activity groups. All eligible activity groups display, and you can populate attribute values for the attribute specified.

  • Run Attribute Value Population (MX500) to assign a user-defined attribute value to activity groups in an attribute list. This program lets you overwrite previously assigned attribute values. For example, you can use this program to change the regional manager assigned to a group of activity groups, such as when all projects previously managed by SMITH are now managed by JOHNSON.