Where to Enter or Display Data

Where you and other users enter data depends on two factors:

  • For which areas in the hierarchy do you need the data entry?

  • Where should the field or column be displayed?

You can create columns and fields in Master Settings or Custom Settings. Note the following points:

  • Columns and Fields can only be used in the folder or sub-folder in which they are created. For example, if you create a field in the custom settings of a sub-folder, the field will appear only for the children of that sub-folder. Use this behaviour to create fields for only those areas that actually need that data. This will also reduce the amount of data users have to enter.

  • You can use some types only in master settings. See the table in the following section.

Each column and field can be displayed in one element of the interface. Note that you cannot use every type in every place:

Type

Investments Grid
(via views, see Edit a View )

Actuals Panel

Details Panel

Grand Total Panel

PO Panel

Roll-up Panel
(via views, see Edit a View )

Transfer Form
(only in Master Settings)

Calculation

X

X

X

Commit (only in Master Settings)

X

Currency

X

X

X

Currency (non-calculating)

X

X

X

X

Date

X

X

X

X

X

X

Drop-down list

X

X

X

X

X

X

X

Multi-select list

X

Number or Metric

X

X

X

X

X

X

Over/Under

X

X

X

Target

X

Text or Reference #

X

X

X

X

X

X

X