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Creating Project UDFs

Create project user defined fields (UDFs) if the predefined fields do not meet your needs. Project UDFs have formulas that automatically calculate values for the field.

To create a project 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 Projects and click Project UDFs.
  3. On the Project 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. In the UDF Type field, double-click and choose Manual or Formula from the list.

      Note: Choosing Formula enables the fields in the Formula detail window, allowing you to define a formula or statement to calculate the value of the field. If no calculation is required, choose Manual.

  4. In the Formula detail window, define a formula or statement. See Defining Formulas for User Defined Fields or Defining Statements for User Defined Fields.
  5. In the Indicators detail window, define a graphical indicator. See Defining Indicators for User Defined Fields.
  6. On the Project UDFs page, click "" Save (Ctrl+S).

Tips

  • You cannot define a formula for fields with 'Indicator' marked.
  • If you define an indicator, a checkmark will appear in the Indicator field.
  • You can edit the Indicator detail window only if you select Integer, Cost, and Number.

Related Topics

About User Defined Fields

Working with User Defined Fields

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

Creating Resource UDFs

Enterprise Data Page

Project UDFs Page


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