Adding category items to categories

You can add category items to categories by going to Items.

To add category items:

  1. From Items, select the category to which you want to add category items.
  2. Click Add [category name].

  3. Enter the following information:
    • Name: The name of the category item.
    • Abbreviated Name: The abbreviated name of the category (up to 10 characters).
    • Background Color: The background color of the category item.
    • For System Categories:
      • ID (For system categories): This field is used to identify the item from Viewpoint.
    • For Plants:
    • For Job Numbers:
      • Job Close Date (For Job Number): The date the job is considered inactive. After this date, it will not appear in the dispatch edit pane.
      • Start Time and End Time (For Time of Day): The times to assign for the dispatch when the Time of Day is selected.
      • Authorized Items: This specifies which child category items are associated to the current parent item.
      • Project Managers: This specifies the users who are considered the project managers for the Job. Used in schedule change alerts .
    • For Phase Codes:
      • Total Quantity: The default quantity value when the phase is assigned to a material item.
      • Unit Of Measure: This specifies what unit the quantity is measured in.
      • Material Type: The type of material, either "HMA", "AGG", or "Other". Used for totaling dispatches.
  4. Click Save.

 

 

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