Create or edit planning attributes

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read

    • Create or edit planning attributes to plan and forecast your resources and financials for a project.

    Before you begin

    Role required: pps_admin, sn_align_core.apw_admin

    Procedure

    1. Navigate to All > Project Administration > Planning attributes.
    2. Use the following options to create or edit a planning attribute.
      OptionDescription
      To create an attribute
      1. Select New.
      2. On the Planning attribute form, fill the fields.

        For a description of the field values, see Planning attribute form.

      3. Select Submit.

        The attribute is created and the planning attributes screen is displayed.

      4. Open the newly created attribute.
      5. Enter field names for the lookup table values in the Planning attribute column configurations table.
      6. Set the planning attribute to active using the Active option to enable it for resource or financial planning.
      To update an attribute
      1. Select the required attribute name.
      2. On the Planning attribute form, fill in the fields.
    3. Enter field names for the lookup table values in Planning attribute column configurations table.
    4. Optional: To add new configurations to the default column configuration list for any tables containing the financials or resource management attributes:
      1. Select New.
      2. Select a lookup table from the list.
      3. Select a field name from the list and select Submit.
        For example: If you want to create an attribute for the Location field, add the location-related columns to the selected lookup table.
        The selected item is added to the column configuration list with an auto-generated field description.
    5. Select Update.
      Important:
      If you're creating an attribute for resource management, make sure that you add the Attribute field to the resource_allocation, resource_plan, and sn_plng_att_core_resource_assignment lookup tables. Similarly, if you're creating an attribute for financials, add the Attribute field to the cost_plan lookup table along with the resource management lookup tables.