Create WBS user defined fields (UDFs) if the predefined fields do not meet your needs.
To create a WBS UDF:
- Click Administration.
- On the Administration navigation bar, click Enterprise Data.
- On the Enterprise Data page, expand Projects and click WBS UDFs.
- On the WBS 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.
- 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.