Project or WBS UDF Detail Window of the Activities Page

Overview

Use this detail window to see all the UDFs and their values assigned to the selected WBS node or Project. If you have selected a WBS node, you can also create or remove a UDF assignment.

Note: You can only assign cost UDFs to activities here if you have the Edit WBS Costs/Financials privilege assigned for this project.

Screen Elements

Assign... button

Opens the Select UDF dialog box. To see this button, select a WBS node.

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

Click Projects.
On the Projects navigation bar, click Activities.
Select a WBS node or Project grouping band and click the UDF detail window.

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