Attributes tab

You can customize the standard attributes on plan, program and project templates for your organization. You can determine if 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.

1.

Edit a plan template. Create or edit a program or project template. Open the attributes tab.

2.

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.

3.

To add a help-tip, click the edit icon in the Help-tip column. Type the help-tip in the text box.

4.

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.

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.

5.

To localize the attribute label and help-tip, click the edit icon in the Language column.

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.

a.

Enter translated text for each locale.

b.

Click Save Changes.

6.

Click Save Changes.

For more information on localizing templates, see Multi-locale support for templates.

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