Properties

On this tab you need to map PLAN project properties to CASH ax™ properties. The list of PLAN properties is taken from the configuration settings (see Project Properties), and you can map as many as required. Note that project type is mapped separately on the Others tab. To map a property:

  1. Click on a cell in the PalantirCASH ax Project Property column and all properties available in CASH ax™ will be shown in a pop-up dialog. When you click on a cell to open the list of CASH ax™ properties, all properties will be displayed, regardless of their type.

Mapping a property

  1. Scroll through the list or use the Find box to find the property you want to map. To cancel mapping, click on X in the bottom left corner of the dialog.
  2. Click on the property to select it. The list will be closed and the property will be displayed in the cell.

To remove a mapping, click on the mapped CASH ax™ property and then on Clear at the bottom of the pop-up dialog.