Defining User Fields and Interface Settings

Objective

After completing this lesson, you will be able to define user interface settings

User Fields and Settings on the User Interface

You can enter user-defined data for every WBS element in user fields. The system provides two text fields that are twenty characters long, two text fields that are ten characters long, two quantity fields with quantity units, two value fields with currency units, two date fields, and two checkboxes.

The field key determines the name of the respective user field, and specifies whether it is ready for input. If you change the field key for the WBS element, the name of the user-defined field changes, but the contents of the field stay the same. If you evaluate user-defined fields in the information system and use different field keys, this can cause confusion and lead to misinterpretation due to the different names of the user-defined fields. You define field keys in PS Customizing. You can define a user exit that enables you to develop specific checks on user fields. If the user-definable fields available do not satisfy your requirements, you can use a user exit to develop additional fields for WBS elements and the project definition.

The image shows the usage of user fields and lists the different field types as described in the text above.

Settings on the User Interface

Table controls are used for displaying WBS elements. This means that you can manipulate the layout of these overviews. You can change the sequence in which columns appear, and the width of columns. Using the Table settings function in the upper-right part of the table control, you can personalize the basic settings delivered with the system in a table, and save them as variants. You can create as many variants for a table as you want. To adapt the layout of a table control for all users, you can use the administration function for table control settings. Using the administration function, you can also hide columns, define the number of set columns, and configure the separator for the table control. The administration function can turn a display variant of the table control into a standard setting and ensure that it appears for all users of each table control when they start the transaction as a primary setting.

The pictures imitates a screenshot from Customizing for the setup of field selection, detail screens, and table control.

Working with Project Structures

To make working with the project structures as simple as possible and to avoid incorrect entries, you can adjust the display of different objects according to requirements. In Customizing for PS, use filed selection to define which fields for project definition and WBS elements are displayed, which are ready for input, and which, if necessary, are required entry fields. You can hide fields that you do not need. By defining the field selection depending on influencing fields, such as the project profile, you can set different fields to be displayed and ready for input for projects with different profiles.

In the standard system, the detail screens for work breakdown structure elements, such as Basic Data, Control, and User Fields, each appear as a tab page. Flexible detail screens enable you to show, hide, and define titles for individual tab pages and display symbols for tab pages. You can define up to five detail screens for each tab page. The flexible detail screens created refer to a project profile.

You have two options for creating detail screens:

  • If you create detail screens within the application, the detail screens are user-specific.

  • If you create the detail screens within Customizing for PS, they are valid for all users. If you do not want to redefine all the tab pages, copy the SAP standard default values or customize settings to the tab pages and change these settings according to your needs. You can define your detail screens in Customizing – your detail screens are then included in the tab pages.

Note

It is possible to define flexible detail screens for network activities. In this case, the definition refers to the network profile.

How to Define User Fields and Adapt Interface Settings

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