How do I update the configuration of an object type?
Object types are the basis of PowerSteering upon which all other items are built. Changes that are made to an object type's configuration will affect all instances where the object type has been used. This article describes how to update the configuration of an object type.
Note: The Objects Types page is not editable on all sites. Please contact PowerSteering if you want this page to be editable.
1. Click Object Types
- On the Icon Bar, click the Admin button.
- Click Configuration to expand the menu, then click Object Types.
2. Select Object Type
- Click the name of the object type you want to update the configuration of.
3. Update Object Type Settings
- Update object type settings as needed.
- Click Update.
Name: The name of the object type.
Plural: The name of the object type as it should appear if there is more than one.
Sequence Pattern: A pattern with an incrementing number that is generated every time an instance of the object is created. If a sequence pattern is added to an object type that is already in use, it will only be applied to newly created instances of the object type. Note: In order for the sequence pattern to be displayed on the Summary page, it must be enabled by PowerSteering. Please contact the PowerSteering Support Team for more information.
Active: Determines whether instances of the object can be created or not.
Is project: Determines whether the object type is a project or not.
ESG: Determines whether instances of the object type should use ESG (Enforced Sequential Gating) as the contraint/scheduling type. See the article How does the Enforced Sequential Gates (ESG) constraint affect a gated project schedule? for more information about this constraint/scheduling type.
Is templates only: If selected, the object type can be used as the root work of a template, but cannot be used to create new work.
Is MSP container: If selected, users will be able to import MSP files into instances of the object type. See the chapter Working with Microsoft Project for more information.
Is countable: This setting has been deprecated.
Is organization: Determines whether the object type is an organization. See the chapter Working with Organizations for more information.
Is program: Determines whether the object type is a program. See the chapter Using Programs and the Program Console for more information.
Is workflow: Determines whether the object type follows a workflow process.
Manage dates: If selected, the object type will have constraints, dates, and scheduling associated with it.
Lock % complete: If selected, users will not be able to edit the percent complete on instances created with this object type.
- Expand on approve: If selected, once an idea is approved, users will have the option of converting it to a project.
- Archive on revision: This setting has been deprecated.
- Archive on expand: If selected, once an idea is converted to a project, it will be archived, but will remain as a reference on the project.
- Copy parent: If selected, when an idea is converted to a project, the project will have the same name as the idea.
- Move peer id: If selected, when an idea is converted to a project, the idea's project ID will become the project ID for the project.
- Idea portal: This setting has been deprecated.
- Convert to: Determines what the idea can be converted to. If left blank, the idea can be converted to any object type.
On timesheet: Determines how instances of the object type should be handled on timesheets.
- Automatic: If selected, PowerSteering will automatically add instances of the object type with active statuses to the My Work tab in Timesheets if the user has been assigned to a role for the item.
- Manual: If selected, instances of the object type must be searched for and added as a timesheet line item every time a user needs to enter time against it. The item will never appear on the My Work tab.
- Not allowed: Select this option if time should not be entered against instances of the object type (i.e., organizations).
On creation of work for this object type: Determines whether duplicate names should be allowed for instances of the object type.
- Ignore Duplicate Names: If selected, duplicate name will be ignored, and the the user will be allowed to move on to the next work creation step.
- Warn On Duplicate Names: If selected, the user will be warned of the duplicate name, and will be given an option as to whether to ignore the duplicate name or change the name to something unique before proceeding to the next work creation step.
- Prevent Duplicate Names: If selected, an error message will be displayed and the work name will have to be changed to something unique before proceeding to the next work creation step.
Description: Text that describes the object type's purpose.
Administrators: Search for and select users or groups that will have permissions to view the object type on the Administration page.
Icons: See the article How do I change the icon associated with an object? for information about editing object type icons.
4. View Confirmation Message
- View confirmation message.