Lookups and configuration

Configuration · Lookups · Add lookup · Data import

  • Values agreed with the responsible owner
Platform administrator

Configuration

Platform administrator

Configuration

1Step 1 of 4

  1. Open “Configuration” → “Settings”
  2. Change a permitted setting
  3. Press “Save”

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Lookups

Platform administrator

Lookups

2Step 2 of 4

  1. Open “Lookups”
  2. Press “Add lookup”

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Platform administrator · Lookups and configuration02

Add lookup

Platform administrator

Add lookup

3Step 3 of 4

  1. Enter the value, for example the Subcontract cost group
  2. Press “Save”

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Data import

Platform administrator

Data import

4Step 4 of 4

  1. Open “Data import”
  2. Read the “Go-live check”

This page shows the go-live check; it does not run an import.

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Check

Shared lookups and settings use agreed values.

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