Attributes can be created for employees, companies, and report items either on a project-specific basis or centrally through Menu > Tools. In the create/edit forms for companies/employees, you can directly assign these attributes.

• Select “New Attribute” to open the form where you can create your attributes (1).

• Set the desired Short and Long Form (2).

• You can create different Types of Attributes: List, Editable List, Integer, Yes/No, etc. (2).

• It can be defined whether the attribute can be assigned to companies and/or employees. Accordingly, the attribute will appear in the creation and editing forms for companies and employees (3).

• Confirm your entries by clicking “Add” (4).

The values of attributes of the types List, Editable List, and List of Key/Value Pairs can be imported and exported via Excel.

• Import (1): Select the file to be imported (2). Define the column for Short and Long Form (3) and import the data (4).

• Export (5): When you click on Export, your Explorer will open. After selecting the storage location, an Excel file with the attributes will be saved.

• This is possible both centrally and project-specific.

• Attributes can be copied from other projects into the project address book (6).

• If you hide decommissioned attributes, they will not be displayed during export (7).