Creating WBS UDFs

Create WBS user defined fields (UDFs) if the predefined fields do not meet your needs.

To create a WBS UDF:

1. Click Administration.
2. On the Administration navigation bar, click Enterprise Data.
3. On the Enterprise Data page, expand Projects and click WBS UDFs.
4. On the WBS UDFs page:
   1. Click Add.
   2. In the User Defined Field, double-click and type a name.
   3. In the Data Type field, choose a type from the list.
   4. 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.

Related Topics

About User Defined Fields

Working with User Defined Fields

Creating Project UDFs

Defining Formulas for User Defined Fields

Defining Indicators for User Defined Fields

Defining Statements for User Defined Fields

Creating Activity UDFs

Creating Expense UDFs

Creating Step UDFs

Creating Risk UDFs

Creating Issue UDFs

Creating Document UDFs

Creating Assignment UDFs

Creating Resource UDFs

WBS UDFs Page

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Last Published Friday, October 1, 2021