Lookup lists

In the portfolio or project settings, you can edit the options for a data entry field.

  • If a lookup list is locked (lock) in the project, it's inherited from the portfolio. To edit the lookup list in the project settings, you can unlock it.
  • When the Discipline lookup list is used for default assignees in RFIs:
    • If you unlock the default assignee setting for RFIs, the setting still uses the portfolio-level Discipline lookup list unless you also unlock the lookup list.
    • If you unlock the Discipline lookup list, the default assignee setting for RFIs is also unlocked.
  • Lookup lists for the Project form and the Company form are available only in the portfolio settings.