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How do I make the default allocation field mandatory within a project?

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  • 1.  How do I make the default allocation field mandatory within a project?

    Posted 07-28-2017 03:55 AM

    Does anyone know how I make the default allocation field mandatory within each project?

     

    I would told this could be done through the object?

     

    Any information would be greatly appreciated.

     



  • 2.  Re: How do I make the default allocation field mandatory within a project?
    Best Answer

    Posted 07-28-2017 04:28 AM
      |   view attached

    The Default Allocation % field is available under the Team object in CA PPM

    Once you access this object, go to its View. You will find the staff member properties. For this section select the Fields. In the list of the fields, choose the properties for the Default Allocation field.

    Ensure that the Value Required field is check marked. 

    This will make the Default Allocation mandatory.

     

    Refer to the attached document for screenshot / steps

     

    Let us know if this helps.

     

    Regards,

    Samik

    Attachment(s)

    docx
    Default Allocation.docx   226K 1 version


  • 3.  Re: How do I make the default allocation field mandatory within a project?

    Posted 07-28-2017 04:30 AM

    Default allocation is an OOTB attribute and it cannot be modified at Object level. However, you can try the following:

     

    Administration > Objects > Team object > Views, then for the Staff Member Properties, go to Fields.

    Click on Properties for the Default Allocation.

     

    You will be able to set the restriction at view level.

     

    Regards,

    Marc



  • 4.  Re: How do I make the default allocation field mandatory within a project?

    Posted 07-28-2017 04:37 AM

    Thank you for both your prompt replies, This has worked perfectly!