Add a Project Field

Add custom project fields to enable users to enter or view information which is important to your organization.

Note: On pages that support auto-save, configured field formulas will be automatically recalculated when a change is made that impacts the value of a configured field formula. However, there may be times where the recalculation is not updated in the user interface. When this occurs, refresh the page to see the recalculated value.

To add a project field:

  1. Navigate to the Project configuration page
  2. Select the Configured Fields tab.
  3. In the table, select Add.
    1. In the Column Label column, enter a name for the new field.
    2. In the View Column Name column, enter a name for the field as it will be seen in the database when creating reports.
    3. In the Data Type column, select the type for the new field. The choices are: Boolean, Cost, Date, Integer, List, Number, or Text.
    4. In the Type column, select Manual if this field will hold data entered by a user or Formula if the data it holds will be calculated on the basis of a formula.
    5. (Optional) In the Summary Calculation field, specify how the app calculates summary rollup values for the field.

      In most tables where you can view a list of similar objects, you can also view the totals for the various values of these objects. For example, on the Activities table for a project, you can view rollup totals for numerical values like Planned Duration and Planned Labor Units at the top of the table.

      The Summary Calculation field enables you to specify how totals are determined for configured fields.

      If you selected Cost, Date, Integer, or Number as the Data Type, in the Summary Calculation column, select a simple calculation like Sum or Average, if applicable.

      Alternatively, if you set the Type field to Formula, you can set the Summary Calculation field to Use Formula. With this option selected, the app will use the formula defined in the Formula field to determine how the total rollup value is calculated for the field.

    6. (Optional) If you selected Text as the Data Type, in the Field Length column, enter the maximum number of characters that can be used in the field.
    7. (Optional) Select the Restricted check box to designate the field as a restricted field. A configured field that is designated as restricted is viewable by anyone with access to the project, but the field is only editable by users that have Edit selected for the Restricted Configured Fields workspace privilege.
    8. If you selected Formula, configure the Formula section. Note: When adding a null check to a formula, you must specify the null check at the beginning of the if condition statement.
  4. Select Save.

Tips

This setting is used in the following apps:

Cost and Funds
Files
Portfolio Analysis
Resources
Risk
Schedule
Scope
Strategic Alignment
Tasks