ask about Custom Fields

M

ma.benamor

hi all
in pwa- server seting-manage view - when i create a new view in
project center
in the list of Available fields i find the fildes Date1-Date10
1)
where i can create this fildes ?i try in project pro in tools-
customize-fildes but i can't when i chose a projects as Entity
2)for whish entity (task,resource,project) theses field(Date1-Date10)
are assigned ?
3)when i can creat a Entreprise Project custom date?


4)
i find that Project Server 2007 does not include custom field access
control in categories.
where i can include custom field access?

5)when i creat a entreprise custom filde assigned for Projects.are
this (entreprise custom filde )shared for all Projects in server?
if yes how i can creat a custom fieldes assigned for one and only one
Project in server?

thx
 
D

Dale Howard [MVP]

ma.benamor --

Before you can create custom enterprise fields, you need to open the
Enterprise Global file for editing (Tools - Enterprise Options - Open
Enterprise Global). Then click Tools - Customize - Enterprise Fields and
create all of the custom fields you need for custom Views in Microsoft
Project and Project Web Access. Hope this helps.
 
D

Dale Howard [MVP]

ma.benamor --

Well, why didn't you say so in the beginning? To create custom fields in
Project Server 2007, do the following:

1. Log into PWA with administrator permissions
2. Click the Server Settings link in the Quick Launch menu
3. Click the Enterprise Custom Field Definition link in the Enterprise Data
section of the Server Settings page

From here you can create all types of custom fields and create Lookup Tables
that you can use with custom fields. Hope this helps.
 
M

ma.benamor

thx
the problem is if i create entreprise custom fildes in pwa there are
shared for all projects in server
but i like create a custom fildes assigned for only one Project (like
Local Custum fildes Projec)but i can't find this concept in 2007
so how i can create a local custom fildes assined for project?
 
D

Dale Howard [MVP]

ma --

To create a custom field in a project, open the project and click Tools -
Customize - Fields. The system allows you to create custom Task and
Resource fields, but not Project fields. If you need a custom Project
field, you must create an enterprise Project field for this purpose. Hope
this helps.
 
S

Sharry Heberer [MSFT]

Answers inline below, BUT - I gather from all your questions that you are
trying to create a project custom field that no other project can see/use
except yours. I would ask why you need this. You can control whether people
can see the values assigned or not via that entity's permissions (project,
resource, etc.). But why do you not want people to see that there is a
enterprise custom date field defined for projects? If what you need is for
project managers to not populate that field because it will mess up reports
or something, then hopefully asking them not to do so is enough. But if
not, then you can always create an event handler to strip values where you
don't want/need them. But this route is much more involved...

This posting is provided "AS IS" with no warranties, and confers no rights.

ma.benamor said:
hi all
in pwa- server seting-manage view - when i create a new view in project
center
in the list of Available fields i find the fildes Date1-Date10
1)where i can create this fildes ?i try in project pro in tools-
customize-fildes but i can't when i chose a projects as Entity
[sharry]: These fields are already in the product. You don't need to create
them. I guess the limitation here is that you can't alter the definition of
these fields. But you can still populate values for them. See my response
to the next question for more...
2)for whish entity (task,resource,project) theses field(Date1-Date10) are
assigned ?
[sharry]: projects/tasks/resources - you just need to be in the appropriate
view to set the values for the appropriate entity:
for projects: show the project summary task in the Gantt Chart view by going
to Tools | Options | View tab, then put a check in "show project summary
task". Then insert the Date1 field in the Gantt Chart view (or whatever
field you want), and enter the value you want for the project summary task.
Note that fields you populate on the project summary task are not quite the
same thing as a project custom field. I think that's where the confusion on
this thread is coming in.

for tasks - do the same thing as above for the project summary task, but
enter the values on the task, not on the project summary task.

for resources - go to the Resource Sheet view and insert the Date1 field (or
whatever field). Remember there is a difference between editing local
resources and enterprise resources, however.
3)when i can creat a Entreprise Project custom date?
[sharry]: If you want a Enterprise Project Custom Field (which is different
from the above Date1 example which is populated on the project summary
task), then Dale is correct in that the ONLY way to accomplish this is by
creating an enterprise custom field via PWA. Follow his earlier
instructions if this is what you are trying to do.
4) i find that Project Server 2007 does not include custom field access
control in categories.
where i can include custom field access?
[sharry]: I believe that this is not possible - there are no category
permissions for custom fields, only global permissions. If I find out
differently, I will reply again with instructions for doing this.
5)when i creat a entreprise custom filde assigned for Projects.are
this (entreprise custom filde )shared for all Projects in server?
[sharry]: Yes, but each project can have its own value assigned. Meaning,
the field is available for all projects, but values are assigned
independently on each project.
if yes how i can creat a custom fieldes assigned for one and only one
Project in server? [sharry]: You can't.

thx
 
M

ma.benamor

Thx all
Sharry Heberer--
i try to answer to your questions
"But why do you not want people to see that there is a
enterprise custom date field defined for projects?
i have many types of projects so i like add informations that are
owner for a only one of type of project,so i think create a entreprise
custom fields that are linked for only one type of project.so the real
question is how i can match information only one for type of project?
other question is you say:"You can control whether people
can see the values assigned or not via that entity's permissions
(project,
resource, etc.)."i'm go to mange users, Groups, Categories in PWA but
i d'ont find any permissions for fildes.So how i can do it?
because in Project Server 2007 does not allow setting permissions on
individual custom fields.
 
S

Sharry Heberer [MSFT]

I'm sorry if I wasn't clear. What I meant about the permissions was that
because project data can be restricted with category permissions, the VALUES
for custom fields (not the custom field definitions on project server) will
also be restricted (through the project category permissions, just like all
other data about projects). You don't need to do anything special to the
custom field itself, just set the category permissions for the project.

As for using different custom fields for different types of projects... You
can have as many project custom fields as you like. That means you can use
different project custom fields for different projects. For projects of
"type A" (for example), you can set a value on "custom field A" but NOT set
a value for "custom field B" because maybe it doesn't make sense for that
type of project. The fact that "custom field B" is visible to projects of
"type A" doesn't matter - it only matters if a value is set.

I hope this helps...
 
M

ma.benamor

hi
how i can modify the name of this fieldes (Date1-Date10)in the Project
Center view ?
for exemple i like rename "Date1" to " Start Date of the first task "
 
C

CharlieC

Does this mean that whenever someone creates a project. they see ALL possible
enterprise fields and they have to choose whether or not to set a value?
i.e. they see Custom Field A and Custom Field B, and then since the project
is type A, they only set Custom Field A?

Also then if someone goes to look at the project details of Type A in
Project Center, do they see a blank custom field B?
 
D

Dale Howard [MVP]

CharlieC --

When a PM opens an enterprise project, he/she can see all custom enterprise
fields and outline codes, including Task, Resource, and Project information.
He/she can specify data in any custom enterprise Task and Project fields and
outline codes as needed, but MUST enter data in Required fields and outline
codes. Hope this helps.
 

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