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Adding an Element Item Entry

To add an {Element} entry:

1. Click on Element Items… in the Process Management tab.

   A drop-down menu appears that contains the elements that you have previously defined.

   

   Note: The element items on your screen may be different from the element items that appear in the above figure, since these are all user-defined elements.

   
   

2. Click on an element item in the drop-down menu to open the Manage {Element} screen. For example, click on Client to open the Manage Client screen.

   Note: Since the element items are user-defined, each organization may have its own element items. Therefore, in these pages, we have referred to the element item as “{Element}”. Replace this with the name of the element that you click on. For example, if you click on “Client”, the Manage Client screen will appear, whereas if you click on “Project”, the Manage Project screen will be displayed.

   

   Note: Since the element items are user-defined, each organization may have its own element items. Bear in mind that since these are all user-defined elements, the items on your screen may be different from the items that appear in the figures on these pages. As an example, in these pages we will see how to manage (add/edit/delete) Client entries. Though the screens may be different, the steps to be followed will be the same for any item under the Element Items… button.

   
   

3. Click the Add button in the {Element} panel.

   The {Element} dialog box will appear.

   

4. In the Element panel, type a name and an abbreviated name for the {Element}. Also, select the status of the item—Active or Inactive.

   The following table describes the various items in the Element panel—

   Item	How to use the Item	Default Value (if any)
   Name	Type a unique name for the {Element}. For example, if you are adding a Client entry, type a name for the Client.
   Abbreviation	Type an abbreviated name for the {Element}. For example, if you are adding a Client entry, type an abbreviated name for the Client. This abbreviated name will be displayed on screens where there is insufficient space to display the full name.
   Status	From the Status drop-down list, select the status of the entry—whether it is “Active” or “Inactive”.	Active

Next: Assigning the Element Item to one or more Groups

See also