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User defined fields

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If your organization needs to track data not already accounted for in the project management database, you can use the user defined fields feature and maintain data specific to your organization.

User defined fields are custom fields you create to track information specific to certain subject areas, such as projects, activities, resources, issues, or risks. For example, you can track additional activity data, such as delivery dates and purchase order numbers. You can also track additional resource data or project cost-related data, such as profit, variances, and revised budgets. User defined fields are global, so they can be used across all projects in your organization.

Create user defined fields

With the required privilege, you can create project user defined fields from the Administration Home page in P6 Web Access. Project user defined fields are fields that track information specific to projects; for example, your organization may require a custom field to track project profit. Project user defined fields are unique in that you can define a formula or statement to automatically calculate field values, and identify graphical indicators to display for a field, based on its value.

All other user defined fields, such as activity, resource, or issue user defined fields, must be created in the Project Management module.


Display user defined fields and assign field values

You can display user defined fields and assign field values for the following areas of P6 Web Access: projects, activities, WBS, activity steps, activity resource assignments, resources, expenses, issues, and risks.