Add a Project Field

Add custom project fields to enable users to enter or view information which is important to your organization.

Note: On pages that support auto-save, configured field formulas will be automatically recalculated when a change is made that impacts the value of a configured field formula. However, there may be times where the recalculation is not updated in the user interface. When this occurs, refresh the page to see the recalculated value.

To add a project field:

Navigate to the Project configuration page
1. In the object selector, select a workspace.
2. In the sidebar, select  Summary & Settings.
3. On the Summary & Settings menu, select Defaults & Options, and then select Project.
Select the Configured Fields tab.
In the table, select  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.
  In most tables where you can view a list of similar objects, you can also view the totals for the various values of these objects. For example, on the Activities table for a project, you can view rollup totals for numerical values like Planned Duration and Planned Labor Units at the top of the table.
  
  The Summary Calculation field enables you to specify how totals are determined for configured fields.
  
  If you selected Cost, Date, Integer, or Number as the Data Type, in the Summary Calculation column, select a simple calculation like Sum or Average, if applicable.
  
  Alternatively, if you set the Type field to Formula, you can set the Summary Calculation field to Use Formula. With this option selected, the app will use the formula defined in the Formula field to determine how the total rollup value is calculated 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. (Optional) Select the Restricted check box to designate the field as a restricted field. A configured field that is designated as restricted is viewable by anyone with access to the project, but the field is only editable by users that have Edit selected for the Restricted Configured Fields workspace privilege.
8. If you selected Formula, configure the Formula section. Note: When adding a null check to a formula, you must specify the null check at the beginning of the if condition statement.
Save your changes:
1. Select Save.
2. In the Summary & Settings panel, select  Close.

Tips

To delete a configured field, select the field, select  Context, and then select Delete. You cannot delete a configured field if it is used in a form, workflow, or field mapping.
To choose which currency to view cost in configured fields of data type cost, select the Currency tab in  Settings.
Multi-currency is supported only in data type cost for formula configured fields.
For a configured field of data type cost, the cost formula calculation is performed and saved in base currency then converted to project currency.
For configured fields that are data type number and integer, using cost fields as part of formulas will only produce one value. This value is always calculated and displayed in base currency.

This setting is used in the following apps:

Cost and Funds

Files

Portfolio Analysis

Resources

Risk

Schedule

Scope

Strategic Alignment

Tasks

Last Published Tuesday, May 21, 2024