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Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Planning attribute form

Use the Planning attribute form fields to modify a planning attribute.

FieldDescription
Attribute typeAttribute type list.- Resource: To use the attribute for resources or financials for your project. - Task: To use the attribute to generate labor costs only.
Attribute nameName of the attribute.
Enable for resource managementOption to enable the attribute for resource planning.This option is selected by default.
Enable for financials

Option to enable/disable the attribute for financial planning.Note:

  • To enable an attribute for financials, it should be enabled for resource management.
  • To disable an attribute for financials for an ongoing project: Delete all the existing labor cost plans, disable the attribute for financials, and regenerate labor cost plans.
Attribute tableThe default attribute table is the Employee Profile from which the attribute sources the information.
Attribute fieldElement name from the Employee Profile table to define the attribute.Relevant lookup tables for the selected field value are displayed in the Planning attribute column configurations table after saving the form. Enter the respective field names of the columns to activate the attribute.
ActiveOption to activate and use the attribute for planning.
Task attribute table and fieldTable name and field value for a task attribute.This field is visible only while creating a Task type attribute.

Related topics

Create or edit planning attributes