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 reporting software, avoid using commas when creating data other than Project names. The way that data is passed to some reporting software 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.