Using Visual Indicators
Indicators are a special type of user-defined field (UDF) that enable you or other users to select color-coded icons (such as ) to display as values in columns to highlight specific activities, activity steps, activity resource assignments, documents, projects, resources, risks, WBS elements, expenses, and issues.
To configure and apply user-defined indicators:
- Click Administration.
- On the Administration navigation bar, click Enterprise Data.
- On the Enterprise Data page, expand a group and select a UDF entry. For example, expand Activities and click Activity UDFs.
- On the UDFs page:
- Click Add.
- Enter a name for the UDF and then select Indicator from the Data Type list.
- Click Save.
- Navigate to the page where you want to display the color-coded indicator field, such as Activities, EPS, or Risks, and add the indicator field to the table. Depending on the page, click Customize View.
- In the indicator field, select a color-coded visual indicator (such as ) from the list.
- Click Save.
Related Topics
About Metrics and Calculations
Showing or Hiding Columns in a Table
Selecting Items from a List of Available Items
Last Published Wednesday, July 10, 2024