This video covers custom field categories—task, resource and project—as well as each type: cost, duration, text, number, start, finish, flag, and outline code.
- [Narrator] Since each project is unique there may also be project specific information that you may want to capture that may also be unique. Let's become familiar with the custom field options within the application. Next to the format ribbon in the 'tell me what you want to do' option we're going to type in 'help'. Here we can mouse back to see other things that we might collect from or get information about. So, here we'll type in the search 'fields'.
Here, we now get returned all the custom fields or information about custom fields as well as out of the box fields, that we might be able to get details about. In this case, I'm going to select my finish one through ten fields. Here I can see the data type for that field in the application. So this happens to be a date field. I can see that I have one through ten to select from on the task side of the database.
I can also see what type of entry option it is, calculated or entered, and some best uses and examples and remarks about the field. I can also see that as I scroll down, I have resource fields to pick from as well. And lastly, if I scroll down even further, I can see I have assignment fields. So, in Microsoft Project you may use task, resource, or assignment level fields as custom field options.
I'm going to close the help option here and on the Project ribbon, select Custom Fields. Here, I can now see what I have for custom fields that I've built into this particular project. So, I don't have any text fields at current that have been renamed. I also can see if that is the default radio button for this particular field choice. I could also look at resource side fields as well by changing the radio button.
Under the data type option, I can select which data type I want to put custom information into. Cost, date, duration, finish, flag, number, start, text, or outline code. You can see that in the Custom Fields dialog box the Project radio button is currently unselected. Now, my application does not currently connect to a project online, or a project server environment, so that's not a radio option that I currently have available.
You may see that in a later video. In this case, I'm not going to create a custom field as yet. But, I wanted to become familiar with which field options I might pick from. And on the dialog box here, I also have other attributes about custom fields, like look-ups or formulas. And of course, task and grouping options, and lastly assignment rows. So, as I choose to pick how I want to caption my custom information, I really need to understand what data type it is, and how I'm going to collect that data into the Microsoft Project application.
I'm going to select 'Cancel' and I'm going to build out my custom applications in a later video.
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