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Defining Indicators for User Defined Fields

Define indicators for user defined fields (UDFs) that will display based on criteria set for field values. For example, you can choose a graphical indicator to display when the value of the field equals a certain number, or when the value of the field falls between a certain range of dates.

Before defining an indicator, you need to first create a project user defined field. To create a project user defined field see Creating Project UDFs.

Note: You can identify graphical indicators only for fields with a 'Cost', 'Integer', or 'Number' Data Type.

To define indicators for UDFs:

  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, select a UDF and click the Indicators detail window.

    Note: You can also follow these steps for the Summary Indicators detail window

  4. In the Indicators detail window repeat the following for each parameter statement:
    1. Click the Select Parameter list and choose a parameter.
    2. Mark the Value or Field option.
      1. If you mark the Value option, double-click the field and type a value.
      2. If you mark the Field option, click the list and select a field.

        Note: If you select a "is within the range of" or "is not in the range of" condition, use the Value field to specify the lower range value and the High Value field to specify the upper range value.

    3. Click each Indicator list and choose an indicator.
  5. On the Project UDFs page, click "" Save (Ctrl+S).

Tips

Click "" to add another indicator statement or "" to remove a statement.

Related Topics

About User Defined Fields

Working with User Defined Fields

Creating Project UDFs

Defining Formulas 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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