Organize Data in a Hierarchical Structure

Organize the data structure to create a hierarchy from the overall project level to the individual modules.

Use Exto to set up an effective way to organize the base(master) data in a hierarchical structure at the Project level. By establishing a hierarchical structure, project teams can track, manage, and report on the amounts, quantities, budgets, and other information associated with the business process.

You can create multiple levels in the structure and revise it by adding or deleting the data. At the form level, additionally, users can pick the hierarchical data from the predefined base data using the Code Picker.

See Also

Establish Relationship Across Modules

Pick Reference Record to Import Line Items

Perform Validations on Line Items

Customizable Cost Sheet