Building project-level fields allows you to see information at line 0, the project summary, instead of scrolling through each task within the project.
- [Male Instructor] We've created several custom fields.…However, at this point, a lot of them are at the task level.…We'd like to roll a lot of this,…like our milestones, as well as…go back to our costs that we created in…a previous video, and see that at…line zero of the project file.…So, to do that, we're going to get started…by adding in the project zero summary line.…So we'll go to the format ribbon.…And on the format ribbon,…over to the right is our Project Summary Task.…We'll add that in.…
As you can see, there's a little duplication here…between our first task in the project…and our top summary line.…Before we get started creating our…top roll up costs fields, we'll change this line…and we'll remove the "Template" word.…We'll also outdent our project so that we can…eliminate line one here in our project file.…However, we do see a note for that.…So we're going to double click on that…task and go to the Notes tab.…
We'll select all of the text within this…particular note, and do a Control + X,…which will cut that value and press OK.…
Note: This course was designed in collaboration with Bonnie Biafore.
- 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