5_2:lookup_values

KB0000140 Lookup Values

PROJECT in a Box allows you to define the status of Portfolios, Projects and individual Documents. The status values available to your users are called Lookup Values and are stored in the database table tblLookupValues. These values are common between all the projects on a single PIAB server.

PIAB comes with a default set of lookup values. Using the administration tool, you may change them to suite your own workflow and project reporting requirements. Alternatively you may edit the table directly using the information and rules below.

Portfolio Status

You can define any number of portfolio status values. PIAB looks for a Lookup Type of “portfolio status”, a display order and the value set in the LookupValue and LookupDisplay fields.

Project Status

Similar to for Portfolio Status, but PIAB looks for a Lookup Type of “project status”.

Document Status

You many define up to six categories of Document Status values. In order to define the categories, PIAB looks for a Lookup Type of “docheading” and a Lookup Value of “docheadingN” where N is a number between 1 and 6. The corresponding values are linked with their parent categories using the Lookup Type of “docheadingN”.

Display Order

The display order is a number that defines how the lookup value list is displayed to the user. Contiguous values starting at 1 should be used.

MinPermission

The MinPermission field allows you set the minimum permission that a user must have in order to be able to use the lookup value category. This only applies to Document Status values. The permissions are as follows:

MinPermissionUser Permission
0Not Set
1Read
2Read/Write
3Modify

Default Set of Lookup Values

The database table 'tblLookupValues' contains the following data by default.

Notes

The 'docheading4' lookup value ('Exclude from Project') is used by PIAB to flag whether a document is excluded from the export to a web page. If you modify this value then this feature will no longer work.

LookupTypeDisplayOrderLookupValueLookupDisplayMinPermission
docheading1docheading1Priority3
docheading2docheading2Status2
docheading3docheading3Progress2
docheading4docheading4Export3
docheading11Not RequiredNot Required3
docheading12GuidanceGuidance3
docheading13OptionalOptional3
docheading14MandatoryMandatory3
docheading21DraftDraft2
docheading22ProvisionalProvisional2
docheading23For ApprovalFor Approval2
docheading24In ReviewIn Review2
docheading25ApprovedApproved2
docheading26LiveLive2
docheading31Not StartedNot Started2
docheading32StartedStarted2
docheading33Stopped for ProblemStopped for Problem2
docheading34DelayedDelayed2
docheading35Ahead of PlanAhead of Plan2
docheading36CancelledCancelled2
docheading37CompleteComplete2
docheading41Exclude from ExportExclude from Export3
portfolio status1Not SpecifiedNot Specified0
portfolio status2On TrackOn Track0
portfolio status3ExceptionException0
portfolio status4CompletedCompleted0
project status1Not SpecifiedNot Specified0
project status2Not StartedNot Started0
project status3StartedStarted0
project status4On TrackOn Track0
project status5ExceptionException0
project status6CompletedCompleted0
5_2/lookup_values.txt · Last modified: 2019/03/02 17:14 (external edit)