Create master data entries

Create entries in Master Data (systems, disciplines, locations, and more).

Before you begin

• You need permission to manage master data.

1

Open Master Data

1. In the left menu, select Data.

2. Expand the Data menu.

3. Select Master Data.

Open Data

Open Master Data

2

Create an entry

1. Select Add New.

2. Choose a category.

3. Enter the Unique Code and Description.

4. Select Create Entry.

Add New

Create Entry

Confirmation

After creation, the entry appears in the list.

Entry created

Tips

Keep Unique Code values consistent across your project (format, casing, prefixes).