Overview
Use this page to create and configure user defined fields for projects.
Screen Elements
Add (Ins) button
Creates a new entry in the current table.
Full Screen
Expands the current work area so it fills the entire display.
Prints the current page, table, chart, or item.
Search
Searches the view or dialog box for data matching the criteria entered into the box.
Row Actions menu
Add: Creates a new item.
Delete: Removes the selected item permanently. The item will be deleted permanently.
User Defined Field field
The name of the user defined field.
Data Type list
The name of the type of data that corresponds to each user-defined field. The data type you select determines the type of data you can specify in a field. The following data types are available:
Text: Allows you to use text or a combination of text and numbers.
Start Date: Allows you to enter Start Date information only.
Finish Date: Allows you to enter Finish Date information only.
Cost: Allows you to enter currency values.
Number: Allows you to use numerals with two decimal places.
Integer: Allows you to use numeric data, but not a number related to money.
Indicator: Allows you to use an indicator field that you can use to icons in columns.
UDF Type field
Indicates whether a formula is specified for the field.
A formula is any custom calculation created for the field to automatically determine field values.
Summary Calculation field
Determines how the data in a Project UDF is calculated at EPS level when the Show field rollups option is selected.
Indicator field
Indicates that at least one graphical indicator is defined for the project user defined field.
A graphical indicator is any icon selected to display based on criteria set for field values.
Display Data Value option
Determines whether the value of the calculated UDF displays in the column.
Display Indicator option
Determines whether the indicator of the calculated UDF displays in the column.
Formula detail window
See Formula Detail Window of the Project UDFs Page.
Indicators detail window
See Indicators Detail Window of the Project UDFs Page.
Summary Indicators detail window
See Summary Indicators Detail Window of the Project UDFs Page.
Download
Enables you to download the view as an Excel file. For hierarchical data, the top level and any expanded levels are downloaded. For flat lists, all columns are downloaded.
Tips
- Right-click any field to add or delete a UDF.
- When a user-defined field (UDF) is deleted, all its values are also deleted from all of their respective appearances throughout the application. This includes user interface views, activity views, calculated UDFs, reports, Activity Networks, filters, sorts, groupings, waterlines, and columns.
Getting Here
- Click Administration.
- On the Administration navigation bar, click Enterprise Data.
- On the Enterprise Data page, expand Projects and click Project UDFs.