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Creating Resource UDFs

Administration > About Enterprise Data > About User Defined Fields

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

To create a resource UDF:

1. On the  Navigation Menu, expand  Administration and click Enterprise Data.
2. On the Enterprise Data page, expand Resources and click Resource UDFs.
3. On the Resource 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.

• You can create manual UDFs quickly from any UDF detail window, by clicking Assign and then clicking Add in the Assign UDFs dialog box.

Related Topics

About User Defined Fields

Working with User Defined Fields

Creating Project UDFs

Defining Formulas for User Defined Fields

Defining Indicators for User Defined Fields

Defining Statements for User Defined Fields

Creating WBS UDFs

Creating Activity UDFs

Creating Expense UDFs

Creating Step UDFs

Creating Risk UDFs

Creating Issue UDFs

Creating Document UDFs

Creating Assignment UDFs

Resource UDFs Page

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Last Published Wednesday, April 1, 2026