Issue UDFs Page

Overview

Use this page to add and configure user defined fields for issues.

Screen Elements

 Add (Ins) button

Creates a new entry in the current table.

Analyze Data Usage button

Analyzes the usage of the data items listed in the grid.

Full Screen

Expands the current work area so it fills the entire display.

Print

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 data will no longer be available to views, filters, calculations, reports, and waterlines.

User Defined Field field

The name of the user defined field. This column is always visible on this page.

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.

To see the following columns, click Analyze Data Usage.

Project Count field

The number of projects and baselines currently using the corresponding data item. The number reported in this column includes all projects and baselines in which the data item is assigned, regardless of your project access. To see a list of the projects and baselines using the corresponding data item, click the link. The list you see is restricted to those projects to which you have access.

Latest Update field

The most recent date that the corresponding data item was modified.

Latest Assignment Update field

The most recent date that the corresponding data item was assigned.

Latest Summarized Date field

The most recent time that a project or baseline using the corresponding data item was summarized.

Latest Published Date field

The most recent time that a project or baseline using the corresponding data item was published.

Latest Scheduled Date field

The most recent time that a project or baseline using the corresponding data item was scheduled.

Download link

Enables you to download the currently displayed data as a Microsoft 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 Issues and click Issue UDFs.

To see the following columns, click Analyze Data Usage.

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