Update Vendor Category Values Using Task Category Type - EcoSys - 2.03 - Administration & Configuration - Hexagon PPM

EcoSys Help - Core and Projects Administration (2.03)

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English
Product
EcoSys
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Administration & Configuration
EcoSys Standard Version
2.03

This procedure allows you to update the vendor category values through the Task category type.

  1. Navigate to Enterprise Data > Maintain Categories and Values.

  2. Click the Task hyperlink. This displays a right side panel.

    Do not update information in the top panel. Doing so may impact system integrity.

  3. In Maintain Categories panel, click the Vendor category ID. The Maintain Category Values panel appears.

    Ignore the other values available for selection! These are system defaults. Modifications could compromise the integrity of the EcoSys system.

  4. To add a new value for Vendor category, perform the following actions in the Maintain Category Values panel.

    1. Click the Insert Row icon to add a new row.

    2. Type a unique Value ID.

    3. Type a required Value Name.

    4. Click the Parent ID ellipsis to select a required parent ID.

    5. Click the Save button.

      If building hierarchical lists: the parent entry must be created and saved before the child can be added.

      If building a hierarchical list and the current entry should be subordinate to an entry that has already established, select the Value ID of the parent in the field.

  5. To update data for Vendor category, perform the following actions in the Maintain Category Values panel.

    1. Edit the required Value Name.

    2. Click the Parent ID ellipsis to select a required parent ID.

    3. Click the Save button.

      If the Value ID is changed, the new key will be assigned to any projects originally assigned with the old key value.

  6. To delete a value for Vendor category, perform the following actions in the Maintain Category Values panel.

    1. Click the row to be deleted.

    2. Click the Delete Row(s) icon. A confirmation dialog box appears to confirm the deletion.

    3. Click the OK button.

    4. Click the Save button.