Editing BigTime's Picklists
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Picklists are found throughout BigTime. For that reason, we’re going to explore how to use picklists and edit their value, in order to customize them to fit your needs.
Picklists in BigTime are smart lists. Type in the first few letters of the item you're looking for, and the system will filter your options based on the text you type.
Edit picklist values if you’re an admin. That way, the values are customized to fit the needs of your company. Click on the hyperlink Edit these values, and you’ll be taken to the page that corresponds to the picklist you’re editing.
For example, we’re editing values under Billing Status on our Project Dashboard (see image above). We clicked on the hyperlink, Edit these values, and are taken directly to the Status Codes tab where we can make our changes.
You’ll follow a similar process whenever you make edits to a picklist: click on the “edit” hyperlink and you’ll be directed to the location where you can make the necessary changes.
Each tab in the Settings window has a similar set of controls. We’ll walk through an example of how to add a new value, and then how to edit one. At the end, we’ll direct you to specific articles that provide additional details about each tab.
For this example, we’ll add a value under Service Offering on our Project Dashboard.
To follow along, navigate to your Project Dashboard (My Company...Project List and select a project), and find the Service Offering header. Once there, follow these steps:
- Click the red triangle to populate the picklist and click the hyperlink, Edit these values.
NOTE: If you don’t see a value, it may be because you’re using a laptop. Expand your view by clicking on the green arrows and you should see all of the relevant options.
This action will direct you to your Settings window.
- Click Add Cost Center.
- Enter your new value on the right-side of the window.
- Click the white triangle, toward the bottom-right of your window, and click Save. Or click Save+New if you have another value to add.
Stay on your Settings window to edit values. Click on the value you want to edit.
Make your change(s) in the textbox(es) on the right-side of your Settings window.
Click Save to save your work.
Edit Specific Picklists in BigTime
If you’re curious to learn more about adding and editing specific picklist values, consider the articles below:
Need more details? Once you understand the basics, the articles below will take you a little deeper.