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View and edit user defined fields

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
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:

For project issues or project risks

For WBS

For activities, you can display user defined fields in several ways:

For activity steps, resource assignments, or expenses

For resources


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.

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