Created according to need, these fields are found throughout the application, completing the description of an object. They can be used as analysis axes, report sorting and search criteria. Attributes can be of different types, such as numeric, document, list, etc. They can be mandatory or non-mandatory. They may or may not be mandatory. They can be set in the administration. Some technical attributes are inherent to the application.
Attributes categorized as technical cannot be added to an attribute group.
Platform attributes can only be created via the 
Platform.
These attributes represent the constants needed to create formulas, for example, and are prefixed with UP.
Attributes related to the various themes are managed in 
Administration > Field settings > Attributes.
Read more : Bulk import of attributes ➡️ 
Import memo
List of platform attributes
Filter the list of platform attributes
Click on 
This list contains the 
Codethe Wordingthe Type of objects defined phase, task, document...), the type of theattribute (list, date, numeric...), if it's a mandatory attribute , technical and the theme to which it belongs.
Attribute creation/modification is based on type.
In this screen, you can create and modify platform attributes, as well as theme attributes.
No view is available for this screen.
Rights required :
View attributes in platform administration- Platform attribute consultation
General actions
Button name | Description |
|---|---|
New project type attribute |
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New task type attribute |
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New exchange type attribute |
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New milestone attribute |
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New portfolio attribute |
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New platform attribute | Creating and modifying a platform attribute |
New request type attribute |
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New financial document type attribute |
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Creating and modifying a platform attribute
Platform attributes can only be created via the Platform.
These attributes represent the constants needed to create formulas, for example, and are prefixed with UP.
Attributes related to the various themes are managed in Administration > Field settings > Attributes.
Rights required :
- View attributes in platform administration
- Platform attribute consultation
- Create attributes in platform administration (creation)
- Modifying attributes in platform administration (change)
General actions (creation)
General actions (modification)
Apply
Delete attributes in platform administration)
Here are the fields found in this screen:
Wording Code Description Order Group Forms theme Type Default value Unit List for attributes Default list value Calculated Formula Dynamic URL Purge if not seizable If multilingual configuration is enabled, an additional field must be filled in a section Multilingual.
This field corresponds to the object label in the other language.
Attributes can be linked to hierarchies, if their structure link to the object attribute is defined on Optional or Mandatory. 
Hierarchies