You can customize the standard attributes on plan, program,
and project templates for your organization. You can determine whether
the attributes on the Properties tab are required, standard, or hidden
by editing the Attributes tab. You can also add a custom help-tip,
which displays on hover. You can also localize the attributes and
the corresponding help-tip. This customization determines how the
standard attributes display on the Summary tab when you create a program
or project.
Procedure
- Edit a plan template. Create or edit a program or project
template. Open the attributes tab.
- To change the label of the attribute in the default locale,
click the edit icon in the Label column. Type
the new label in the text box.
- To add a help-tip, click the edit icon in the Help-tip column.
Type the help-tip in the text box.
- To set the attribute to Required, Standard, or Hidden,
click the edit icon in the Display type column.
Select Required, Standard, or Hidden from the drop-down menu.
Note: On the plan template, the following attributes
are always set to Required: Name, Plan Code, and Program Areas. On
the program template, the Name and Program Code are always set to Required.
On the project template, the Name and Project Code are always set
to Required.
- To localize the attribute label and help-tip, click the
edit icon in the Language column.
Note: The Language column
appears only if your organization supports multiple locales.
Each
locale your organization supports displays in the Modify
details for name window. If you do not see a specific language,
that locale is not supported.
- Enter translated text for each locale.
- Click Save Changes.
- Click Save Changes.
