Global Choice Lists

1 view
Skip to first unread message

Xavier Pacheco

unread,
Oct 14, 2010, 4:32:22 PM10/14/10
to Software Planner, xpac...@codysystems.com
How do I make choice lists globally accessible for all projects? We
have numerous project and it would be laborious to have to set the
same list across every project such as Defect Status.

-- x

Steve Miller

unread,
Oct 14, 2010, 4:46:14 PM10/14/10
to Software Planner
Hi Xavier,

The choice lists are project specific because many times you will want
different choice lists in different projects. But we have a couple of
work arounds for you:

1. Synching choice list - If you want to sync choice lists between
projects, click Setup / System Configuration / Sync Project System
Options. The only problem with this is that it will also sync your
custom fields as well as your choice lists, which may not be desired.

2. Setup a List - Another approach (if you have our Universal or
ALMComplete) edition of Software Planner is to create a custom List
Manager list that contains the choice list values and make it a
company wide list so that the same list is seen in all projects. So
let's say you wanted to have a global choice list for Functional
Area. You can create a List Manager list called Functional Areas and
put all your functional areas there. Then if you wanted to use that
choice list in all projects and in multiple areas (like requirements
and defects), you can then create a custom field called Funct Area and
make it a CHOICE LIST (Based on a LIST) and point it to the global
list you created. That would then work exactly as you desire. For
more information on the List Manager, see this movie:
http://www.pragmaticsw.com/GuidedTours/Default.asp?FileName=ListManager.

Steve
Reply all
Reply to author
Forward
0 new messages