Adding and managing project attributes
Before you begin
You must log in to Sage BidMatrix as an Admin or Librarian.
To add a project attribute:
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Select Libraries > Project Attributes.
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Enter the project attribute name in the available field.
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Select the input type for the project attribute.
The input type can be text, numeric, yes/no, date, or multiple-choice.
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Select the add icon
to add the attribute.
To delete a project attribute:
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Select the attribute you want to delete.
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Select the trash can icon
in the attribute row.
To change the order of a project attribute:
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Select the attribute you want to move.
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Select the move icon
and then drag the attribute to the desired position.
To add values for multiple-choice project for attributes:
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Select the attribute and then select the edit icon
. -
Enter the values that can be assigned to that attribute.
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To allow the selection of multiple values for a multiple-choice attribute, select the multi-selection icon
.