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.
Actions
menu
Get Usage Data: Opens the Display Usage Data dialog box.
Delete Data: Deletes the selected enterprise data permanently.
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.
Active Project Count field
The number of currently in use projects and baselines in which the data item is used. On the Resources and Roles tabs of the Resource Administration page and the OBS page, any number over zero is a link that will open a dialog box listing the currently in use projects in which the data is used.
To see this field, you must have selected the Get Usage Data option on the Actions menu and have configured the options in the Display Usage Data dialog box.
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. This column is always visible on this page.
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.
Inactive Project Count field
The number of obsolete projects and baselines in which the data item is used. On the Resources and Roles tabs of the Resource Administration page and the OBS page, any number over zero is a link that will open a dialog box listing the obsolete projects in which the data is used.
To see this field, you must have selected the Get Usage Data option on the Actions menu and have configured the options in the Display Usage Data dialog box.
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.
Last Assigned Date field
The date the data item was most recently assigned in any project.
To see this field, you must have selected the Get Usage Data option on the Actions menu and have configured the options in the Display Usage Data dialog box.
Select Column field
Determines whether the data item might be a good candidate for deletion, based on the options you selected in the Display Usage Data dialog box. This option is only selected by P6 if the data item matches all the conditions you set in the Display Usage Data dialog box. You can also select or clear this option manually.
All data items with this option selected are deleted when you select Delete Data on the Actions menu.
To see this field, you must have selected the Get Usage Data option on the Actions menu and have configured the options in the Display Usage Data dialog box.
Summary Calculation field
Determines how the data in a Project UDF is calculated at EPS level when the Show field rollups option is selected.
Usage Column field
Shows usage information about the enterprise data item.
Used after indicates the data has been summarized or published after the date you selected in the Display Usage Data dialog box.
Last assigned before indicates the data was last assigned before the date you selected in the Display Usage Data dialog box.
Never used indicates the data is not assigned in any project in the database.
To see this field, you must have selected the Get Usage Data option on the Actions menu and have configured the options in the Display Usage Data dialog box.
User Defined Field field
The name of the user defined field. This column is always visible on this page.
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.
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.