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Property Types and Applicable Request Types
This document provides an overview of the different property types available in Weissr Capex and their applicability across various request types: Global, Capex, and Expenditure. Each property type is categorized based on its control type, example usage, and additional comments to clarify its functionality.
Property Type | Applicable Request Types | Control Type | Example | Comment |
|---|---|---|---|---|
Approved in budget | Capex | Textbox | Yes, No, or Not decided | Noneditable, depends on the project's inclusion in the current approved budget from the budget module. |
Boolean | Global, Capex, Expenditure | Checkbox | Yes/No | Simple true/false or yes/no selection. |
Code | Global, Capex, Expenditure | Drop-down | List of options | Only one option can be selected from the list. |
Counter | Global, Capex | Textbox | 432 | Integer value, counting the number of requests passing a certain step. |
Country | Global, Capex, Expenditure | Drop-down | Germany | Defined by node-type properties. |
Currency | Global, Capex, Expenditure | Textbox | EUR | Defined by node-type properties. |
Current Step | Capex | Textbox | Investment Committee Approval | Indicates the current position in the approval route. |
Date | Global, Capex, Expenditure | Date-picker | 2022-03-30 OR March 2022 | Supports daily, monthly, or yearly resolution. |
Decimal | Global, Capex, Expenditure | Textbox | 0.456 OR 45.6% | To display as a percentage, the percentage checkbox must be selected. |
Fiscal year | Global, Capex, Expenditure | Drop-down | FY2024, FY2030 | Only one option is possible to select from the list. |
Hyperlink | Global, Capex | Textbox with hyperlink | ||
Image | Global, Capex | Image | [Picture] | Click the button to upload an image. |
Integer | Global, Capex, Expenditure | Textbox | 432 or -432 | Supports positive and negative integers. |
Model | Capex | Drop-down | “General model”, “Risk model”, etc. | Investment Models are created and defined by Weissr consultants. |
Money | Global, Capex, Expenditure | Textbox | 1.525 KEUR | Currency will match the organizational unit's currency. |
Node | Global, Capex | Drop-down | Berlin | Represents the lowest unit in the organizational structure where the project is conducted. |
Project state | Global, Capex | Textbox | Draft, Under review, Decision, Monitoring, Follow-up, Completed, Rejected, or Undefined. | Noneditable, depending on the state defined for the current step in the approval process. |
Project state category | Capex | Textbox | Registration, Monitoring, Follow-up, or Closed. | Noneditable depends on the category the project states belong to in the approval process. |
Route | Capex | Drop-down | Smaller investments <1 MEUR or CEO >5 MEUR | Defined routes based on investment size or approval authority. |
String (multiline) | Global, Capex, Expenditure | Textbox responsive. Rich text compatible | This can be a long story… | Supports up to ~32,000 characters, rich text formatting available. |
String (single line) | Global, Capex, Expenditure | Textbox | Request name | Supports up to 128 characters. |
Table | Global, Capex | Table | [Property Table] | It consists of properties displayed as columns, and rows are automatically added where user enter data. |
User | Global, Capex, Expenditure | Drop-down | John Doe | Available users defined by user groups. |
In this section
Date Type Properties
A date-type property in Weissr can have one of three date resolutions: Year, Month, Day Year and Month Year Form display of date-type properties with three resolutions: Year (DateY), Year and Month (D
Money-type properties
Money-type properties are used to handle currency-specific data within the application. They support automatic conversion between currencies based on application settings, making it easier to manage a
Production unit (ID 7)
The Production unit (Property ID 7) represents the lowest level in the organizational structure and is a crucial node in Weissr Capex. It plays an essential role during project creation, and understan
Expenditure category (ID 87)
The Expenditure category is a mandatory field in the expenditure grid when entering a new expenditure line. It helps classify spending according to predefined organizational categories and is essentia