UDF Detail Window of the Assignments Page

Overview

Use this detail window to see all the UDFs and their values assigned to the selected resource or role assignment. You can also create or remove a UDF assignment for a resource or role assignment.

You can also view assigned project, WBS, activity, resource, and role UDFs when you select the relevant grouping band. The data you see in project, activity, resource, and role grouping bands is read only on this page.

Screen Elements

Assign... button

Opens the Select UDF dialog box. To see this button, you must select an assignment.

Group By list

Groups the data according to your selection.

Search

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

User Defined Field field

The name of the user defined field.

Data Type field

The data type of the user defined field.

Value field

The value of the user defined field.

Getting Here

  1. Click Projects or Resources.
  2. On the Projects or Resources navigation bar, click Assignments.
  3. Click the UDF detail window.

Related Topics

Creating Assignment UDFs

Using Visual Indicators



Last Published Wednesday, July 10, 2024