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Creating Document UDFs

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

To create a document UDF:

  1. Click the "" Projects menu and select Enterprise Project Data, or click the Administer menu and select Enterprise Data.
  2. In the Enterprise Data pane, expand Documents and click Document UDFs.
  3. On the Document UDFs page:
    1. Click "" Add (Insert).
    2. In the User Defined Field, double-click and type a name.
    3. In the Data Type field, double-click and choose a type from the list.
    4. Click "" Save (Ctrl+S).

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 Assignment UDFs

Creating Resource UDFs

Enterprise Data Page

Document UDFs Page


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