Defining Indicators for User Defined Fields

Define indicators for user defined fields (UDFs) that will display based on criteria set for field values. For example, you can choose a graphical indicator to display when the value of the field equals a certain number, or when the value of the field falls between a certain range of dates.

You must create a project user defined field before defining an indicator.

Note: You can identify graphical indicators only for fields with a 'Cost', 'Integer', or 'Number' Data Type.

To define indicators for UDFs:

  1. Click Administration.
  2. On the Administration navigation bar, click Enterprise Data.
  3. On the Enterprise Data page, expand Projects and click Project UDFs.
  4. On the Project UDFs page, select a UDF and click the Indicators detail window.

    Note: You can also follow these steps for the Summary Indicators detail window

  5. In the Indicators detail window repeat the following for each parameter statement:
    1. Click the Select Parameter list and choose a parameter.
    2. Select the Value or Field option.
      1. If you select the Value option, double-click the field and type a value.
      2. If you select the Field option, click the list and select a field.

        Note: If you select a "is within the range of" or "is not in the range of" condition, use the Value field to specify the lower range value and the High Value field to specify the upper range value.

    3. Click each Indicator list and choose an indicator.
  6. On the Project UDFs page, click Save.

Tips

Related Topics

About User Defined Fields

Creating Activity UDFs

Creating Assignment UDFs

Creating Document UDFs

Creating Expense UDFs

Creating Issue UDFs

Creating Project UDFs

Creating Resource UDFs

Creating Risk UDFs

Creating Step UDFs

Creating WBS UDFs

Defining Formulas for User Defined Fields

Defining Statements for User Defined Fields

Creating Project UDFs



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Last Published Monday, December 6, 2021