Contents of the Settings Dialog Box for Lists

Use the fields and options on the Settings dialog box to add, delete, or reorder valid values that appear in drop-down selection lists for some DPS fields.

Contents

Field Description
+ Add Entry To add a new value for the system field, click + Add Entry below the grid to create a blank grid row.
Value

This column displays the current list of valid values for the field. In most cases, you can edit an existing value, and you can click + Add Entry to enter a new value. The exception is the Employee Role list. That list includes a set of standard values, such as Project Manager, that are also system labels. As a result, you cannot change them on the Lists form. You must change them on the Labels form instead.

For some field lists, this column label is something other than Value.

Code Some lists associate a code with each value. If a Code field is available, do either of the following:
  • Enter a unique code for the value.
  • Leave Code blank to have DPS generate a code for you when you move off of the grid row.

Exceptions:

  • Country list: DPS will not generate a code when you add a country for the Country list or a new NAICS code for the NAICS list. You must enter a code for those.
  • Labor Category: Use the Code field instead of the Category field if you use Costpoint integration with DPS. Enter a unique code for a labor category that contains numbers, letters, or a combination of both. Leave the Category field blank. After you save and close the Labor Category Setting dialog box, DPS automatically assigns the next numeric category number as the category number for a labor category, based on the previous numbers entered in the Category field in the grid. For more information, see Set Up Labor Categories.

Before you save a new list value, you can change the code, including a generated code. After you save a list value with a code, you cannot change the code. If you want the value to have a different code, delete the value and add it again with the correct code.

Other fields The Settings dialog boxes for the following lists contain one or more fields in addition to Value and Code:
  • Activity Type: Enter an activity type description in Description and select a display option in Display: Calendar, Task, or Activity Hub Only.
  • Employee Citizenship: Use the Status check box to control whether individual values appear in the list. If Status is selected, the value is included on the list for users to select. If Status is not selected, the value does not display on the list.
  • Employee Skiil/Discipline: If you want to link an employee skill or discipline to an SF330 code, enter that code in the SF330 Code field.
  • Labor Category: Use the Category field if you do not use Costpoint integration with DPS. In this field, enter a unique number by which to identify the labor category. You must enter numbers, not letters. Leave the Code field blank. After you save and close the Labor Category Setting dialog box, DPS automatically assigns the category number as the code for a labor category.
  • Project Probability: Enter a probability percentage in Value (for example, 60) and a description or explanation in Description (for example, Proposal Stage).
  • Project Stage: Enter the possible stages in Description, and select the Closed Stage check box for any stages to which you assign projects that are no longer actively pursued (a Lost stage or Awarded stage, for example). When a project is closed, only stages for which Closed Stage is selected can be assigned to that project.
  • NAICS: If the NAICS field list is available, the default list of NAICS values is very long. Often the quickest way to find a specific NAICS code is to use the Search NAICS field above the grid. You can search for either a partial code or partial description.
  • Phone Format: Enter a description of the format (for example, Standard Format) in Value, the country for which you use the format in Country, and the format itself (for example, (###) ###-####) in Phone Format.
  • State/Province: First select the country in Country, and then enter an abbreviation for the state or province in Abbreviation and the full name in Value.
X

To remove one of the values for the system field, hover over the row for that value, and click X at the end of the row.

Some system fields have one or more special values that you cannot remove because DPS requires them for internal processing. You can, however, change the text that displays in drop-down lists for those values.

+ Add Entry To add a new value to the list, click + Add Entry below the grid to create a blank grid row.