Building a lookup table allows you to control the entry of information and how those values will be used by a user of Microsoft Project.
- [Narrator] Our finance department would like us…to associate four alphanumeric codes that they've supplied…for each task, in this project only.…Now, we're going to capture that in a custom field.…So to that, we're going to go to the custom field button…on the project ribbon.…And we'll select the first field, the text one.…Now we could choose to use a number, however,…being alphanumeric a number will not work,…because it needs to be just individual numbers.…
So again, we're going to select the text column…as our first choice.…You do have 30 choices to pick from, one through 30,…and the second set of these text items allows us…to do multi selection versus individual items…when connected to Project Online or Project Server.…In this case there are only going to be individual values,…so we'll stick with text one, and we'll rename this to…finance code, and we'll press "OK".…
Since we want to add the four values…that they've supplied to us we'll press the "Lookup" button.…We'll put in those values, 01, NPD01, that is,…
Note: This course was designed in collaboration with Bonnie Biafore.
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- Touring custom field categories
- Working with enterprise fields
- Creating lookup tables
- Choosing custom fields
- Using custom fields to edit built-in fields
- Importing fields and formulas
- Creating formulas to edit text based on other fields
- Creating graphical indicators
- Choosing effective indicators
- Importing indicator criteria