Summary Indicators Detail Window of the Project UDFs Page

Overview

Use this detail window to define one or more graphical indicators to appear with the currently selected project user-defined field when its values are summarized or grouped in bands. The parameters you define are based on the relationship between your UDF summary value and other values or fields.

Screen Elements

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.

Parameter field

The comparison operator expressing the relationship between the project UDF summary value and the value, range, or field you specify. When you select a parameter of is within range of or is not within range of, the value or field you enter in the Value column represents the low values in the range, and the High Value column represents the high values in the range.

Low Value Type options

Determines whether the project UDF summary value should be compared with a value you specify or a field value.

Value field

The manually-specified value or field-supplied value used for the logical comparison in order to define this summary indicator. When you select a comparison parameter of is within range of or is not within range of, the value or field in this column represents the low value in the range.

High Value Type options

For comparison parameters of is within range of or is not within range of only, determines whether the project UDF summary value should be compared with a range defined by a high value you specify or determined by a field value.

High Value field

The manually-specified value or field-supplied value representing the high value of the optional range used in the comparison parameter for the summary indicator.

Indicator field

The graphical icon used to symbolically represent a specific project UDF summary value relative to another value, range, or relationship you define.

Bubble Color field

The color used in portfolio view bubble charts to represent this project UDF summary value or range relative to others.

Getting Here

To access from enterprise data:

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, select a user-defined field and click the Summary Indicators detail window.

Related Topics