Create project user defined fields (UDFs) if the predefined fields do not meet your needs. You can create formulas that automatically calculate values for project UDFs.
To create a project UDF:
- Click Administration.
- On the Administration navigation bar, click Enterprise Data.
- On the Enterprise Data page, expand Projects and click Project UDFs.
- On the Project UDFs page:
- Click Add.
- In the User Defined Field, double-click and type a name.
- In the Data Type field, choose a type from the list.
- In the UDF Type list:
- Choose Manual if you want to be able to select or enter a value for the UDF field.
- Choose Formula if you want the value of the UDF field to be calculated from other fields.
- If you chose Formula in the UDF Type list, in the Formula detail window, define a formula or statement.
- If you chose Indicator in the Data Type list, in the Indicators and Summary Indicators detail windows, define graphical indicators.
- Click Save.
Tips
- If you intend to use BI Publisher, avoid using commas when creating data other than Project names. The way that data other than Project names is passed to BI Publisher can cause a comma to be interpreted as a delimiter between data items.
- You can create manual UDFs quickly from any UDF detail window, by clicking Assign and then clicking Add in the Assign UDFs dialog box.
- You cannot filter views by UDFs calculated on the basis of a formula.
- UDFs calculated on the basis of a formula are visible only in P6. These UDFs are not visible in P6 Professional connected to an EPPM database.
- You cannot define a formula for fields with a data type of Indicator.
- You can edit the Indicator detail window only if you select Integer, Cost, and Number.