Working with user-defined enumerations

You use the User Defined Enumerations page to create, edit and delete user-defined enumerations, which are lists of values that are grouped under a given name. For example, you could have a user-defined enumeration called 'Region', which contains all of the regions in which you work. The user-defined enumerations are displayed in a list. You can filter and sort the enumerations in the list.

To access the User Defined Enumerations page from the Asta Vision Home page, click Admin then click Enumerations.

Once you have created a user-defined enumeration, you can use it as a project, programme or user-level field - for example, to specify the region in which a project takes place or in which a user works - and to control security or workflow rules. You can also display up to five user-defined enumerations on the Projects page, and use them to filter the projects that are displayed in the list on that page.

As well as creating standard user-defined enumerations, you can create 'hierarchical' user-defined enumerations. These are user-defined enumerations that comprise a hierarchical list of selections. For example, you might want to create a user-defined enumeration that defines the location of a project in terms of country, county and town:

A completed hierarchy of countries, counties and towns

Each hierarchical user-defined enumeration has a grey square icon to the left of it.

You can create 'categorised' user-defined enumerations. These are user-defined enumerations that are associated with each other. When you create user-defined fields based on categorised user-defined enumerations, the value that you select in one field determines the values that are available in the other. For example, you might want to create a series of user-defined enumerations that define the location of a project in terms of country, county and town. Categorised user-defined enumerations are complex to set up, and have been superseded by hierarchical user-defined enumerations, which are much simpler. Each categorised user-defined enumeration has a show hierarchy icon to the left of it.

Related Topics:

Working with user-defined fields

Working with categorised user-defined enumerations

Converting categorised user-defined enumerations into hierarchical

Configuring security rules

Configuring workflow rules

Configuring how projects are grouped on the Projects and Portfolio Overview pages

Configuring project grid filters

Exporting information from Asta Vision