Configurable attributes are user-defined characteristics that can be applied to your packages. These attributes help you track your tasks based on specific criteria. For example, you can set up attributes like budget or environmental factors.
Keep in mind that this option is available only for specific plans, not for plan templates.
1. Navigating to Attribute Configuration
From the matrix view, click on the cog icon in the top right corner.
In the top left corner of the configuration view, click on the "Attribute Configuration" tab to add your attributes.
2. Defining New Attributes
If you click "Yes," you can define new attributes relevant only to this Plan or relate them to existing Project Configurable Attributes. Click here to read more about project attributes.
Add an attribute by typing its label and selecting the type from the dropdown menu. For instance: "Predicted Labour Cost".
Based on the type you select for your attribute, you'll need to provide additional information. For instance, if you choose a textbox type for a cost-related attribute, you can define characteristics like a minimum and maximum value, range and currency.
Once done, click "Update" at the bottom right corner.
The pen icon next to the attribute type allows you to edit and adjust characteristics as needed. You can also specify if the attribute is mandatory by selecting "Required Field", ensuring it must be filled for every package and sub-package. Finally, select "Activate" to make the attribute operative. You can edit whether an attribute is required at any point in your plan.
Click on "Add New Attribute" to add another attribute.
You can add as many attributes as you need, but keep in mind that a maximum of 30 can be active. Once an attribute is saved, it cannot be deleted, but you can always make it "Inactive".
Fill required fields again. For instance, this time, you can add "Actual Labour Cost", so you can compare it with "Predicted Labour Cost" and measure the effectiveness of the project forecast.
Continue adding attributes based on your requirements. You can monitor various aspects of the project, like water usage, carbon emissions, or ensure compliance for every package. Tailor the attributes to suit your project's needs. For more details on each type of attribute, click here.
3. Sections
It is possible to group your attributes into sections. To do so, click on "Add New Section".
Next, add a "Section Name" and choose the attributes you want to group. For example, you can create a section called "Predicted Cost" and include "Predicted Material Cost" and "Predicted Labour Costs" by selecting them from the dropdown list, as shown below.
Grouping will help you stay organised if you have many attributes to track. You can compare how they will be displayed with and without sections in the picture below:
4. Saving Attributes
Lastly, click on "Update" to save the attributes.
You will be taken back to the matrix view of your plan, where you'll notice new cog icons at the top right corner of each package. This indicates that attributes have been configured and can be logged.
