Exclude Phases from Progress Entry
During the course of a job, you may want to hide certain phases from the progress entry report.
In VA Custom Fields Wizard, create a user defined
field on JCPM (Job Cost Phases, formerly Job Cost Phase Master). Then select the
custom field, udHideFromProgress. The capitalization and spelling have to be
correct for this to work. For the general type of input, select 0-Text and check
the box for "Use a pre-defined data type." Type in bYN. Select Next.
- In the next screen of the wizard, you can give this a form label and a Grid
Column Heading text.
- This could be as simple as Hide from Progress?
- In the third screen of the wizard, you can leave default information.
In the fourth screen of the wizard, you can
specify how the field should default. If you select Y, all new phases entered in
will be hidden from the progress entry report until you act otherwise. If you
select N, then you will need to go to JC Phases and select the check box to hide
In JC Phases, you can adjust the location of the
field to suit your needs by right-clicking in the form and selecting Move Custom
Fields. This is also where you will make your selections to include or exclude
In the portal, you will need to refresh your
synonyms after making this change. In the Navigation Bar, select Refresh Synonyms.
. From the Portal Info screen, midway in the screen, you'll see
Administrative Actions. Select
- A warning displays temporarily taking the portal offline.