Edit the Dictionary Sharing Method

Using Automatic and Manual Sharing for Dictionaries Video

If your data sharing methods change, you can update the sharing method of the data object. Any changes will affect new child workspaces. For example, if you change a data object to be shared automatically, all new child workspaces will automatically inherit this data. If you would like to use the data in pre-existing workspaces, you must use the Assign button to inherit the data.

The data sharing method must be changed in the owning workspace.

To edit the sharing method:

  1. Navigate to a dictionary page
  2. On the dictionary item page, select a dictionary entry.
  3. In the Sharing Method list, specify how the data is shared between parent and child workspaces:
    • Manual: The data can be pulled down by child workspaces individually, using the Assign button in each child workspace. This is the default option.
    • Automatic: The data is pushed down to child workspaces automatically.
  4. Select Save.

This setting is used in the following apps:

Cost and Funds
Dashboards
Files
Portfolio Analysis
Reports
Resources
Risk
Schedule
Scope
Strategic Alignment
Tasks
Workflows and Forms