If you have the required privilege, you can view and edit user defined fields for projects, project issues, project risks, WBS, resources, activities, and activity attributes, including steps, resource assignments, and expenses.
To work with user defined fields
- For the project element you choose, navigate to the page where you can display user defined fields.
- Customize the page to add data columns for the fields you want to use. See tips about customizing.
- After editing field values, click Save.
Where can I display user defined fields?
projects project issues risks WBS
activities activity steps resource assignments expenses resources
Tip: Most of the elements associated with user-defined fields are located in the Projects section of P6 Web Access. To access pages in the Projects section, open a project or group of projects, then use the Projects toolbar to select the page you want to view. Refer to Choose a page in the Projects section for more information.
For projects, you can display user defined fields in several ways:
- Display the Projects > Details page. If multiple projects are open, choose the open project you want to work with from the Select Project list. Click User Defined, then click Customize.
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Add the Project Statistics portlet or any Portfolio View portlet to a dashboard or the Project Workspace. Click Customize.
- Select a portfolio group to work with. Display the Portfolios > Analysis page, then select a portfolio view. Click More, then click Customize.
Tip: You can display project user defined fields, including any calculated project user defined fields, in the Project Statistics portlet and in any portfolio views you have access to; however, you can assign field values for project user defined fields only from the Projects > Details page.
For project issues or project risks
- Display the Projects > Issues page or the Projects > Risks page. If necessary, choose the open project you want to work with from the Select Project list, then click Customize.
For WBS
- On the Projects > Activities page, select an Activity View. In the Customize Activity View dialog box, select the Grouping tab, and set the view to display by WBS. Close the Customize Activity Views dialog, and return to the Activity View. Right-click the WBS for which you want information about user defined fields and select General. In the General dialog box, click the Column selector
, click User Defined, and select from the user defined fields to view. If none have been created, none are displayed in the User Defined menu.
For activities, you can display user defined fields in several ways:
- View and edit user defined fields for multiple activities at one time
On the Projects > Activities page, customize an Activity View to display the user defined field columns you want to use or, if available, choose an existing view that includes those columns.
- View and edit user defined fields for individual activities
In a workspace or dashboard portlet, click the activity name. Or, display the Projects > Activities page. Then, select the activity and clickin the Activities toolbar.
If detail Tabs display, click User Defined, then click Customize. If the detail Form displays, scroll to and expand the User Defined section, if necessary.
Links on the details page enable you to navigate to the next or previous activity.
For activity steps, resource assignments, or expenses
- In a workspace or dashboard portlet, click the activity name. Or, display the Projects > Activities page. Then, select the activity and click
in the Activities toolbar.
In the Detail Form, scroll to and expand the appropriate section, if necessary and click Customize.
Note: If you are using the detail Form layout, you cannot customize Step or Expense details to add columns for user-defined fields.
For resources
- On the Resources Home page, select the resource you want to work with, then select the Details tab. Click User Defined, then click Customize.
Tips for customizing pages to view user defined fields
When customizing a page to add columns for user defined fields, if no user defined fields appear in the Available Columns list, none have been created for the project element. User defined fields can be created only in the Project Management module. If you require user defined fields that are not available, contact your P6 administrator or the appropriate member of your Project Management team.
When displaying user defined fields in
a Portfolio View that is a chart, customizing the column display does not apply. Instead, depending on the type of chart selected, you use
the X-Axis, Y-Axis, Data, and Bubble Size drop-down lists to select the
user defined fields you want to display in the chart.