Create Configured Fields

Configured fields are user-created fields that allow you to define and maintain data specific to your organization. Configured fields are created in the context of an object. Before synchronizing P6 and Primavera Cloud projects, ensure the configured fields are set up and available for use in the workspace.

To create configured fields:

  1. In the object selector, select a workspace.
  2. In the sidebar, select Summary & Settings.
  3. On the Summary & Settings menu, click Defaults & Options, and then select the object for which you want to create the configured field.
  4. Click the Configured Fields tab.
  5. In the table, click Add.
    1. In the Column Label column, enter a name for the new field.
    2. In the View Column Name column, enter a name for the field as it will be seen in the database when creating reports.
    3. In the Data Type column, select the type for the new field. The choices are: Boolean, Cost, Date, Integer, List, Number, or Text.
    4. In the Type column, select Manual if this field will hold data entered by a user or Formula if the data it holds will be calculated on the basis of a formula.
    5. (Optional) In the Summary Calculation field, specify how the app calculates summary rollup values for the field.
    6. (Optional) If you selected Text as the Data Type, in the Field Length column, enter the maximum number of characters that can be used in the field.
    7. If you selected Formula, configure the Formula section.
  6. Click Save.
  7. In the Summary & Settings panel, click Close.

    Note: For more information on setting up configured fields, refer to the Configured Fields Overview topic in Primavera Cloud Application Administration Guide.


Last Published Wednesday, September 13, 2023