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Project Settings: Dictionary

Learn how to create and manage Dictionary Items in INGENIOUS.BUILD to standardize data, organize Custom Attributes, and improve project consistency.

Mariah Eve Taborada avatar
Written by Mariah Eve Taborada
Updated over 2 months ago

Overview

The Dictionary feature in INGENIOUS.BUILD helps standardize and structure data across projects. By creating Dictionary Items, you can organize project-related information for consistency, better reporting, and easier data selection when setting up Custom Attributes.

Step 1: Access Dictionary Settings

  1. Navigate to Company Settings from the main menu.

  2. Click on Dictionary Settings to access the dictionary management area.

  3. Here, you can create and manage dictionary categories and subcategories.

Step 2: Creating Dictionary Items

  1. Click Add Dictionary Item to create a main category.

  2. Enter a name that represents a structured data category (e.g., "Regions" or "Office Types").

  3. To organize data hierarchically, add Children under a main dictionary item.

    • Example:

      • Main Category: Regions

        • Subcategories: United States → Florida → Miami

This structure ensures standardized data entry, making it easier to group and categorize projects, office locations, or vendors.

Step 3: Using Dictionary Items in Custom Attributes

When setting up Custom Attributes, you can select Dictionary as a field type, allowing users to choose from predefined dictionary items.

  1. Navigate to Lists and Templates > Custom Attributes.

  2. Click Add Attribute, then enter a name (e.g., "Project Region").

  3. Select Dictionary as the Field Type.

  4. Choose the relevant dictionary category to link it to the attribute.

  5. Save the attribute to apply the dictionary-based selection.

This ensures that users pick values from a predefined list, reducing errors and maintaining consistency across projects.

Step 4: Managing and Updating Dictionary Items

  1. To edit an existing dictionary item, return to Dictionary Settings and select the item to modify.

  2. Add or remove subcategories as needed.

  3. Updates to dictionary items will automatically reflect in all associated custom attributes.

Step 5: Best Practices for Using Dictionary Items

  • Use dictionary items for standardized fields like locations, project types, and vendor categories.

  • Keep dictionary structures simple and intuitive for easy navigation.

  • Regularly update and maintain dictionary items to ensure data accuracy.

  • Avoid unnecessary subcategories to prevent overcomplication.

By leveraging Dictionary Items in Ingenious Build, you can:

  • Create structured data categories for better organization.

  • Link dictionary items to Custom Attributes for consistent data selection.

  • Improve reporting and streamline workflows with standardized entries.

Using the dictionary feature helps teams maintain data integrity, enhance project organization, and save time by eliminating manual input errors.

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