Creating Record Formats

Create record formats to add data to drawing objects, which can then be used in reports to provide information about the project. For example, for a hotel project, you might create a format that includes the model number, price, and location of different items of furniture. After you attach the appropriate data to the furniture objects, you could create a report that shows the number of sofas you need on each floor of the hotel.

To create a new record format:

  1. From the Resource Manager, click New Resource, select Record Format, and then click Create. Alternatively, from the Resource Manager, select Record Formats from the list of resource types on the tool bar, and click New Record Format.

  2. The Create Record Format dialog box opens.

  3. Enter the Name of the record format.

  4. Click New.

  5. The Edit Field dialog box opens.

  6. Set the parameters and click OK to return to the Create Record Format dialog box.

  7. Repeat steps 3 and 4 to enter as many additional fields as needed.

  8. Click OK to return to the drawing area.

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Attaching Record Formats to Symbols and Objects

Editing Object Data

Creating Reports

Database Connectivity

 

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