KBA-01633: qAlias Bookmarks for Project and Project Team

Question:

What qAlias bookmarks are available for the Project Setup and Project Team data?

Answer:

Project Setup

In v2019, all the fields (over 80) in the project header and project body can be referenced from any document using the qProject alias.  Older versions are limited to the special bookmarks as enumerated in Bookmarks for Data from Project Setup.   Some examples:

  • qProject_ExternalDocNo – external document number
  • FN3_qProject_TaxRate – tax rate

Project Team

The following qAlias bookmarks for contacts assigned to the Project Team:

  • qTeam_TeamRole – Role on the Project
  • qTeam_UserName – Contact’s User Name
  • qTeam_Company – Contact’s Company
  • qTeam_Addr1 – Contact’s Street Address 1
  • qTeam_Addr2 – Contact’s Street Address 2
  • qTeam_City – Contact’s City
  • qTeam_State – Contact’s State
  • qTeam_Zip – Contact’s Zip Code
  • qTeam_Email – Contact’s Email Address
  • qTeam_Phone – Contact’s Phone #
  • qTeam_Cell – Contact’s Cell #
  • qTeam_Fax – Contact’s Fax #

Ordering the Team List

By default, the team is listed alphabetically by role name.

You can control the order of the names in the team list by creating a code set named qaTeamOrder.    The Descriptions of your codes must match the WORK FUNCTION assigned to the various team roles.  The Team is then ordered by matching code.


KBA-01633; Last updated: December 5, 2019 at 19:08 pm ;
Keywords: none