Creating Document UDFs

Create document user defined fields (UDFs) if the predefined fields do not meet your needs.

To create a document UDF:

  1. Click Administration.
  2. On the Administration navigation bar, click Enterprise Data.
  3. On the Enterprise Data page, expand Documents and click Document UDFs.
  4. On the Document UDFs page:
    1. Click  Add.
    2. In the User Defined Field, double-click and type a name.
    3. In the Data Type field, choose a type from the list.
    4. Click Save.

Tip

If you intend to use reporting software, avoid using commas when creating data other than Project names. The way that data is passed to some reporting software can cause a comma to be interpreted as a delimiter between data items.

Related Topics

About User Defined Fields

Creating Activity UDFs

Creating Assignment UDFs

Creating Expense UDFs

Creating Issue UDFs

Creating Project UDFs

Creating Resource UDFs

Creating Risk UDFs

Creating Step UDFs

Creating WBS UDFs

Defining Formulas for User Defined Fields

Defining Indicators for User Defined Fields

Defining Statements for User Defined Fields


Last Published Monday, October 13, 2025