Create a custom field

Project provides several custom fields that you can define to meet your organization's needs. You can customize a field, and then insert it into your project.

What do you want to do?

Customize a field

Import a custom field

Insert a custom field

Customize a field

  1. Right-click the field name, and choose Custom Fields.

  2. Select Task if you want the field to be available in task views, or select Resource if you want the field to be available in resource views.

  3. Select the type of field you are customizing from the Type list.

  4. Choose Rename to permanently rename the field in this project. Type the new name in the dialog box that appears, and then choose OK.

  5. Under Custom attributes, choose how you want the data in the field to be entered.

    • If you want the custom field to use a list — for example, to create a list of different cost centers in your organization — choose Lookup. In the dialog box that appears, enter each list item in the Value column, choose whether you want one of the list items to appear by default, and then choose Close.

    • If you want the custom field to be populated using a formula, choose Formula. In the dialog box that appears, use the Field and Function boxes to build a formula, and then choose OK.

  6. Under Calculation for task and group summary rows, choose how you want the values in your custom field to roll up. That is, how the values are summarized at the task and group summary levels for this custom field.

    Note: Outline code and text fields do not roll up. Also, the Use formula option is only available if you have defined a formula for the field, under Custom attributes.

  7. Under Calculation for assignment rows, choose how you want the values in the custom field to be distributed.

    • Select None if the contents of this custom field are not to be distributed across assignments.

    • Select Roll down unless manually entered if the contents of this custom field are to be distributed across assignments, for example, in the Task Usage or Resource Usage view. In this case, data is divided among the assignments unless data is manually entered into an assignment row.

  8. Under Values to display, choose how you want the data in the custom field to be displayed.

    • Select Data to display the actual data in the field contents in all views in which the field appears.

    • Choose Graphical Indicators to specify the criteria and associated indicator images to be displayed in the field in place of data.

Once the field is customized, you can insert it in the appropriate task or resource views in your project.

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Import a custom field

If another project or template has a custom field that you would find useful in your project, you can import it to save you the time it would take to create an identical new custom field.

  1. Right-click the field name, and choose Custom Fields.

  2. Choose Import Field.

  3. Select the project that contains the field you are importing from the Project list.

  4. In the Field type area, select Task, Resource, or Project.

  5. Select the name of the field you are importing from the Field list.

  6. Choose OK, and the field's name, value list, formula, and graphical indicators are imported to your project. You can modify these values as appropriate, and then insert the field in your project's views.

Insert a custom field

Once you have customized a field, the next step is to insert it in a view.

  • Right-click the column header for the column that you want to appear to the right of the custom field, choose Insert Column, and then select the name of the custom field from the list.

    If you permanently renamed the field when you customized it, it will be listed under its new name. If you do not want to use the permanent name of your custom field, type a new name in the field.

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