Adding Custom Items to a Lookup Table

In addition to the QSM default selection items in each table, you can add custom selection items to the following lookup tables:

•      Development Methods

•      Languages

•      Keywords

•      Function Units

•      Monetary Units

•      Solution Workflow Statuses

To add an item to one of these lookup tables, select Lookup Tables... | [Table Name] from the menu and click the Add New Record link just above the column headings.  If you do not see an Add New Record button, this means that custom selection items cannot be added to the table you are currently viewing.

A row of configurable fields will appear.  The selection of editable fields will vary according to the lookup table you are editing.  For more information on editable fields, see the next topic (Editing Lookup Table Items) and the Fields with Lookup Tables section of this User Guide.

When adding custom items to a lookup table, do NOT precede the item name field with a hashtag – this character is used to denote QSM default lookup items.

It is very important that the lookup tables for your SLIM-Collaborate site be configured to reflect the languages, size (function) units, and keywords in use in your organization.  To avoid possible loss of information on import from/export to SLIM-Estimate or SLIM-DataManager, project records (templates, estimates, or closeout projects) created in the SLIM-Suite desktop applications should be inspected in advance by the Back Office administrator before uploading them to SLIM-Collaborate. If a project record created in the desktop applications contains a primary language that is not already in the Languages lookup table, SLIM-Collaborate will add the language to the table. The Site Administrator should inspect this table periodically and approve new languages added to the table by checking the Validated checkbox.