Using Visual Indicators

Indicators are a special type of user-defined field (UDF) that enable you or other users to select icons (such as , , , and ) 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:

  1. Click Administration.
  2. On the Administration navigation bar, click Enterprise Data.
  3. On the Enterprise Data page, expand a group and select a UDF entry. For example, expand Activities and click Activity UDFs.
  4. On the UDFs page:
    1. Click  Add.
    2. Enter a name for the UDF and then select Indicator from the Data Type list.
    3. Click Save.
  5. 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.
  6. In the indicator field, select a color-coded visual indicator from the list.
  7. 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 Monday, October 13, 2025