Project Windows Item
Use this Action Bar item in the Fund Accounting Profile page to set up pages for recording user-defined project information beyond what is tracked in Fund Accounting's Project List. You can define the following aspects of the pages:
- Page title and field names.
- Format and validation for fields.
- Data entry requirements for the page and each of its fields.
Menu Path: System Administration > Administration > Profiles > Fund Accounting Profile >click Project Windows Item
Action Bar Items
The following items display on the Action Bar when you access the page's tabs:
Help Text | Enables you to define a help message for a user-defined field. Access the field's row in the Non-Verified or Table-Verified tab, click Help Text, enter the message in the window that displays using up to 55 characters, and then click OK. |
Validate Text | Enables you to define valid entries for a user-defined field. Access the field's row in the Non-Verified or Table-Verified tab, click Validate Text, enter the values in the window that displays using up to 40 characters, and then click OK. For additional details, refer to the Validated field in the Fields section below. |
Add a User-Defined Project Page
- Select System Administration > Administration > Profiles > Fund Accounting Profile, and then click Project Windows to display the Project Defined Windows page.
- Click Add New.
- Complete the header section, and then click OK.
- In the Non-Verified tab, set up the page's non-verified fields. You can add up to 10 fields. Each row in the tab represents a field in the page you are creating.
- To define a help message for a field, use the Action Bar's Help Text item.
- To define valid entries for a field, use the Action Bar's Validate Text item.
- To include a blank field between two data-entry fields in the user-defined page, leave the appropriate row blank.
- Click OK.
- In the Table-Verified tab, set up fields that require codes from Fund Accounting's User-Defined Codes table. You can define up to 10 fields, including both table-verified and non-verified fields.
- To define table-verified fields, the appropriate codes must be set up in Fund Accounting's User-Defined Codes table.
- To define a help message for a field, use the Action Bar's Help Text item.
- To define valid entries for a field, use the Action Bar's Validate Text item.
- To include a blank field between two data-entry fields in the user-defined page, leave the appropriate row blank.
- Click OK.
- Use the Comment Labels section to enter labels for the two free-text fields at the bottom of the user-defined page.
- To define a help message for a comment field, use the Action Bar's Help Text item.
- Click OK to save the page setup.
Fields
Header Section
Use these fields to define general information for the page you are creating:
Field | Description |
|---|---|
Page | Unique page number identifying this project page. |
Title | Title of the user-defined page. This entry displays in the page’s title bar when accessed through the Project List. Character/45 |
Required | Checkbox determining whether the page requires input when adding a record to the database. Select the box if the page is required. Otherwise, leave the field blank. |
PowerSchool ERP Defined | Checkbox determining whether the page was defined by PowerSchool. Select the box if this is the case. Otherwise, leave the field blank. |
Non-Verified Tab
Use this tab to set up fields that are not table-verified. You can add up to 10 fields. To include a blank field between two data-entry fields in the user-defined page, leave the appropriate row blank.
Field | Description |
|---|---|
Label | Field title as it should appear in the user-defined page. Character/14 |
Type | Setting indicating the type of data that can be entered in the field in the user-defined page. Select:
|
Required | Setting indicating whether the field being added is required. Select:
|
Help | Display-only field indicating whether a help message was added for the user-defined field. H - Yes displays here if a help message was set up. Otherwise, this field is blank. The help message provides text at the bottom of the user-defined page instructing the user on what to enter in a given field. To assign help text, access the appropriate row, click the Action Bar's Help Text item, enter the help message, and then click OK. Character/55 |
Validated | Display-only field indicating whether validation values have been specified for the user-defined field. V - Yes displays here if values were set up. Otherwise, this field is blank. Validation values identify the specific entries accepted in the field in the user-defined page. To set up the entries, access the appropriate row, click the Action Bar's Validate Text item, enter the values, and then click OK. Character/40 When setting up the validation values, use commas to begin and end the entry and to separate the values. For example, if you are defining values for a field labeled Contract Months, you might enter September, October, November, and December as follows:,9,10,11,12, |
Default | Value to default in the field in the user-defined page. For example, if this is a field for State, you can enter the state abbreviation you use most. The value can be changed in the project page, if necessary. Character/20 |
Table-Verified Tab
Use this tab to set up fields that are verified against Fund Accounting’s User-Defined Codes table. You can add up to 10 fields, including fields that are not table verified. To include a blank field between two data-entry fields in the user-defined page, leave the appropriate row blank.
Field | Description |
|---|---|
Label | Field label or title, as it should appear in the user-defined page. Character/14 |
Table | Code identifying the User-Defined Codes table for validating entries in the user-defined field. If this is a non-verified field, leave the Table field blank. Character/2
|
Type | Setting indicating the type of data that can be entered in the field in the user-defined page. Select:
|
Help | Display-only field indicating whether a help message was added for the user-defined field. H - Yes displays here if a help message was set up. Otherwise, this field is blank. The help message provides text at the bottom of the user-defined page instructing the user on what to enter in a given field. To assign help text, access the appropriate row, click the Action Bar's Help Text item, enter the help message, and then click OK. Character/55 |
Validated | Display-only field indicating whether validation values have been specified for the user-defined field. V - Yes displays here if values were set up. Otherwise, this field is blank. Validation values identify the specific entries accepted in the field in the user-defined page. To set up the entries, access the appropriate row, click the Action Bar's Validate Text item, enter the values, and then click OK. Character/40 When setting up the validation values, use commas to begin and end the entry and to separate the values. For example, if you are defining values for a field labeled Contract Months, you might enter September, October, November, and December as follows:,9,10,11,12, |
Default | Value to default to the project page field. For example, if the field is State, enter the state abbreviation you use most. The value can be changed by the user, if necessary. Character/20 |
Comment Labels Section
Use the following untitled fields to set up two text fields for the bottom of the user-defined page:
Field | Description |
|---|---|
Label | Title of the comment field. Character/40 |
Help | Display-only field indicating whether a help message was added for the comment field. H (for Help) displays here if a help message was added. Otherwise, the field is blank. The help message provides text at the bottom of the user-defined page instructing the user on what to enter in a given field. To assign help text, access the appropriate Label field, click the Action Bar's Help Text item, enter the help message, and then click OK. Character/55 |