You can customize the attributes on plan, program, and
project templates for your organization and locales. You can globalize
standard attributes that display on the plan, program, or project
Summary tab by editing the Attributes tab.
About this task
On the Attributes tab, you can also determine whether the
attributes are Required, Standard, or Hidden to streamline the template.
You can add a custom help-tip, which displays when the user hovers
the mouse over the attribute. The help-tip might tell users what information
the field gathers when they make a new instance. These features determine
how the standard attributes display on the Summary tab when users
create a program or project from the template.
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 globalize 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.