Overview
The Setup tab contains a series of steps that must be completed to create a valid project. To proceed to the next tabs and run your model you’ll be prompted to complete every step of this tab.
All steps of the Setup tab are listed below. Press on each one following the specified order to get more detailed information.
Note that the setup settings list above does not show all the Setup Tasks for some projects. If you apply custom scripts and extensions, additional configuration steps appear. See here for more details.
Color Codes
When setting up a project for the first time, all setup tasks need to be performed in the specified sequence. You cannot proceed to the red marked step without confirming the previous one. During the subsequent work with the configured project, you can return to any of the steps, but after making changes you will need to rerun all the tasks below in the list. This is because changes you make in a single step can affect settings in related tasks and need to be reviewed or adjusted.
Completed and confirmed setup steps are marked with a green check mark. You can return to such steps at any time and in any sequence.
Steps in the course of which an error has been made are marked with a yellow triangle. Read its description at the bottom of the screen and solve it to proceed to the next steps.
Outstanding steps that need to be completed in order to continue with the project setup and enable the remaining steps and tabs are marked with a red circle.
Steps that are currently being worked on are marked with an empty gray circle.
Setup Tasks Display
You cannot change the order in which setup steps are listed in the Setup Task tab, but you can customize their visual presentation by changing the color and font of the text of the step name, or by disabling some (or all) steps from being changed. This feature is called "Configure Roles" and is described below.
Configure Roles function allows users to customize the Setup Task list. It is used to facilitate the view of the Setup sequence by highlighting priority steps in color and font, or disabling uneditable ones. This can be useful to help guide newer users to the important steps that need to be reviewed and updated each planning cycle.
To create a new Role click on the gear icon. Configure Roles dialog will open, where you can create new roles and view existing.
Use dropdown menu to swap between Roles.
To facilitate working with your project several options are available for configuring Role layouts.
Configuring new Setup tasks view
Press the gear button to open Configure Roles dialog.
Option Name | Purpose |
|---|---|
Name | Name of the step being edited |
Disabled | Locks step from being altered |
ForeColor | Changes text color |
Bold | Changes test to bold |
Italics | Changes test to italics |
Steps can only be Locked for editing. They cannot be removed from the list.
Adding Notes
To the right of Roles selection and configuration buttons one more button, Show Notes Panel, provided.
When you click this button, the Notes panel appears on the right side of the screen, where you can write notes for each setup step, whether locked or available for editing.
You can also add pictures to your Notes.
To hide this panel, click the cross in the upper right corner. This will not delete the entered notes, but will close the panel and move it back to the left side of the screen as a folder icon.
A mini Note icon will be shown beside the setup task step if the setup task includes a note.
