Entering and Editing Information for Areas

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Project Managers can add and edit information about areas. The status can be updated to inactive, which removes the area and sub-areas from the Navigator. Changed to an area are propagated to all sub-areas.

To add or edit information for an area:

1.From the Area Management page, click the Edit button in the row for the area or sub-area for which you want to add information. The Area Details page opens.
2.In the General section, edit the name for the area in the Area data field.
3.From the Area Type drop-down list, select the area type if appropriate.
4.From the Status drop-down list, select Active to display the area and sub-areas on the Navigator or select Inactive to not display the area and sub-area on the Navigator.
5.In the Special Data section, enter information as needed.
6.To record reference information about the area for another system, enter the identifier in the External System data field, the identifier for the data object in the External Object data field, the identifier for the area in the Legacy area id data field, the identifier for the project in the Legacy project id data field, and the identifier for the area type in the Legacy area type id data field.
7.In the General section, for the Details data field, click the Extended radio button to display data fields for the property address, owner, and contacts and enter the appropriate data.
8.Click the Save button to save the data without leaving the Area Details page, click the Save and Exit to Parent button to save the data and open the Area Details page for the area to which a sub-area belongs, or click the Save and Exit to Root button to save the data and open the Area Management page.

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