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Managing Drop Down Lists from the Admin Console
Managing Drop Down Lists from the Admin Console

Learn how to quickly manage your Organization's master drop down lists and selections.

Updated over a week ago

Drop down Lists in Pegasus can include selections such as Contractors, Equipment, Material, Ground Conditions, Change Order Types, and the list goes on...

Lists can get messy. Whether you started from scratch and built out your own lists in Pegasus or used a default list provided by us over time there may be misspellings, duplicate records, or unstandardized formatting.

It's important to learn how to maintain and update these drop downs for data integrity and continuity across all of your projects.


Managing Drop Down Lists

From the Admin Console use the navigation menu on the left and select List Management.

Select the List Type you would like to make changes to. In this example we'll use the Contractors List Type. Select Contractors.

To add a new Contractor select the Create button, enter the Contractor's company name and select Save.

You can Search for specific records, using the search bar at the top of the grid.

To Remove a contractor record, simply search for the record and select it in the grid. Select the Remove button.

REMEMBER: Users can add list options if they do not exist in your organization's master list. For example, if a piece of equipment is not in your master list, a user can add a record directly from their Field Report. It is a good idea and best practice to periodically update and maintain these lists for data quality & integrity.

NOTE: If you have a list you would like imported into Pegasus please contact [email protected].


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