Assign UDFs Dialog Box

Overview

Use this dialog to select user defined fields to add to a UDF detail window or tab. You can also add new UDFs on this page.

Note: The UDFs available in this dialog box depend on the route you took to get here. Any UDFs you create in this dialog box will be available only for the relevant data type. For example, if you get to this dialog box from the Issues page, only Issue UDFs will be available and any UDFs you create here will be Issue UDFs.

Screen Elements

Add

Opens the Add UDF dialog box.

Available UDFs list

The list of UDFs available for display.

Search

Enables you to perform a search based on the value you enter in the search bar.

Add column to Selected Columns (Ctrl + Shift + Right Arrow)

Adds the selected item or items from the available list to the selected list.

Remove column from Selected Columns (Ctrl + Shift + Left Arrow)

Removes the selected item or items from the selected list.

Selected UDFs list

The UDFs you selected from the Available UDFs list. Double-clicking a column in the Selected UDFs list removes it from the list.

Getting Here

  1. Click Projects or Resources.
    • On the Projects navigation bar, click Activities, Assignments, EPS, Documents, Issues, or Risks.
    • On the Resources navigation bar, click Assignments.
  2. Select an item in the grid and click the UDF detail window.
  3. Click Assign....


Last Published Wednesday, July 10, 2024