Managing Metadata in the Teamsware Project File

Managing Metadata in the Teamsware Project File

In the Teamsware Project File, metadata plays a central role in organizing your project data. In this area, you can centrally manage all metadata, add new fields, and control their usage.

Metadata Management Overview

Accessing Metadata Management

To edit metadata, navigate to the Admin area of the Teamsware Project File. Under the "Settings and Governance" tab, you will find the Metadata button. This area is essential because activated metadata fields later form the basis for your Naming Conventions.

Metadata List Overview

After clicking on Metadata, a tabular overview opens with the following information:

  • Active: Indicates whether the field is available for the naming convention or team creation (Yes/No).
  • Name: The unique designation of the field.
  • Internal ID: A system-internal identifier (not relevant for regular users).
  • Property Type: Defines the data type (e.g., Text, Choice field, Date).
  • Description: Optional notes on the purpose of the field.
Metadata Table 1
Metadata Table 2

Editing and Customizing Metadata

To change an existing field, select the corresponding entry in the list and click Edit. In the detail view, you can configure the following settings:

  • Name: Assign a clear name (e.g., changing "TW_PRM_PR_Custom01" to "Project Phase").
  • Active: Set the toggle to Yes so that the field is available for selection in the naming convention.
  • Property Type: Select the appropriate type such as Text, Boolean, Choice, Multi-Selection, or Date.
  • Description: Document the purpose of the field here for other administrators.
Editing Metadata Details

Saving and Applying the Configuration

After making changes to the metadata, they must be activated globally. Select the edited fields (or all of them) in the list and strictly click the Apply Configuration button. Only after this step will the changes be applied system-wide.

Apply Configuration Button

Summary & Best Practices

  • Activation: Only activated metadata can be used in naming conventions.
  • Clarity: Assign unique and clear names for easy recognition.
  • Documentation: Use the description field to record the purpose (e.g., "Defines the current status of the project").

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