powered by CADENAS

Manual

Manual

5.14.1.2.1. Manual Input

The allocation occurs in two steps:

First the allocation of the classification. Then the optional allocation of attributes.

[Note] Note

Attributes can only be allocated if a classification was done beforehand!

If a classification does not contain attributes, there is no display of the "Attributes" field.

  1. In the context menu of a directory, execute the command Automation -> Add projects to classification.

    Context menu: Automation -> Add projects to classification

    Context menu: Automation -> Add projects to classification

    --> The same-named dialog box is opened.

    Dialog box "Add projects to classification"

    Dialog box "Add projects to classification"

  2. Classification: Select the desired classification.

  3. Extract classification number from

    Enable the option Input.

    [Note] Note

    For manual input only the option Input is relevant. For all other options see Section 5.14.1.2.2, “ Automatic take-over”.

    Click on the search button ....

    --> The dialog box Classification is opened.

  4. Perform the allocation.

    (Description see "Assigment on project level")

    Dialog box: Classification

    Dialog box: Classification

  5. Confirm with OK.

    -> You are again in the dialog Add projects to classification now.

  6. Select one of the following options:

    • Define Classification Number

    • Add classification number

    If you don't want to loose old classification numbers, then better select Add classification number.

  7. Click on Next.

    -> The view changes to the dialog area Attributes with the options Set attribute, Take attributes from class and Take attributes from file, which are explained in detail in the following.

    Dialog box "Add projects to classification" -> Dialog area "Attributes"

    Dialog box "Add projects to classification" -> Dialog area "Attributes"

    [Note] Note

    Setting of attributes is optional. You may also uncheck all options and click on the Start button at once.

    1. Set attribute

      [Note] Note

      The option Set attribute is only active, if before, in the dialog area Extract classification number from, the option Input has been activated.

      When double-clicking the browse button ..., the dialog box Class variables is opened, which has already been described above.

      Dialog box: Class variables

      Dialog box: Class variables

      The checkboxes at the beginning of each column are only displayed if the window above the directory tree was opened.

      Using the checkboxes, you have the option to "work your way down" through directory levels and only activate the desired attributes.

      [Note] Note

      If a column is activated and contains no entry under Variable, Value or Reference, an attribute on a higher level will be deleted again.

      After completing the entries, confirm with OK.

      Once all entries are completed in the dialog box Add projects to classification, click on Start.

      --> You now receive a list of the completed operations.

      Classify projects: Log

      Classify projects: Log

      At the end of process you will receive a respective message pointing out to perform an update in PARTadmin.

    2. Map variables from other class:

      This option gives you, together with Other classification on the first dialog page, the option to take over already existing information from other classes. It's only active if Other classification is also active.

      Other classification

      Other classification

      Take attributes from class

      Take attributes from class

    3. Get class variables from file

      If the classifications or attributes are already available externally, you can also take over the attributes from a CSV file.

      The CSV file must contain the following attributes: ClassId, NN (standard number), idmm (attribute), optionally the variable or value (set value).

      Example file

      Example file

      Activate the option Get class variables from file and set the path to the file via the browse button ....

      Example file - result: