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Creating WBS UDFs

Structuring Projects > User-Defined fields > About User Defined Fields

Create WBS user defined fields (UDFs) if the predefined fields do not meet your needs.

To create a WBS UDF:

1. Click Administration.
2. On the Administration navigation bar, click Enterprise Data.
3. On the Enterprise Data page, expand Projects and click WBS UDFs.
4. On the WBS UDFs page:
   1. Click Add.
   2. In the User Defined Field, double-click and type a name.
   3. In the Data Type field, choose a type from the list.
   4. 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.

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

Defining Formulas for User Defined Fields

Defining Indicators for User Defined Fields

Defining Statements for User Defined Fields

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Last Published Thursday, February 1, 2024