Create User-Defined Fields

User-defined fields (UDFs) allow you to create and maintain data specific to your organization. Create project UDFs before synchronizing P6 and Primavera Cloud projects.

To create project UDFs:

  1. Log in to P6 and click Administration.
  2. On the Administration navigation bar, click Enterprise Data.
  3. On the Enterprise Data page, expand Projects and click Project UDFs.
  4. On the UDFs page:
    1. Click Add.
    2. In the User Defined Field, enter the UDF name.
    3. In the Data Type field, choose a type from the list.
    4. Click Save.

      Note: For more information about creating UDFs, refer to the About User Defined Fields topic in P6 EPPM Help.


Last Published Wednesday, September 13, 2023