Creating custom fields with project pro

[SharkTracker]

I have recently inherited an existing Project 2007 installation. (Oh boy!).
I can access all of the PWA project server options as well as the Project
pro enterprise option. The problem is that when I open the Enterprise Global
option from Project pro, then select customize and the “Fields†option is
grayed out; therefore, I cannot open any of the predefined Enterprise fields
using Project 2007 pro.

Any suggestions??

 

[Dale Howard [MVP]]

Sharktracker --

You no longer create custom enterprise fields by opening the Enterprise
Global. Instead, log into PWA with administrator permissions, and then
click Server Settings - Enterprise Custom Field Definition. If you know
that you need a value list for your custom fields, you must first create a
Lookup Table containing the items on the value list (in the Lookup Tables
for Custom Fields section at the bottom of the page). You can create a
custom Field in the Enterprise Custom Fields section at the top of the page.

It is also possible to create custom enterprise Task and Resource fields
(but not Project fields) from within Project Professional 2007, and this is
actually my preferred method for creating these two types of fields. To
create either of these two types of fields, I recommend you open a
production project in Read-Only mode, and then click Tools - Customize -
Fields. Create your custom fields and test them in the project. When
finished, you can click the Add Field to Enterprise button to transfer the
field from the project into the Project Server system. The beauty of using
this approach is that you can test a field containing a formula in a real
production project, and when you know the formula works as desired, you can
then transfer it to Project Server. Hope this helps.

 

[SharkTracker]

Thanks for pointing me in the correct direction.

I create a task level number field using Project pro, with a simple formula
Iff([Duration] > 0,1,2)

I then defined a 1 = red light indicator and 2= green indicator.

I then pushed to the enterprise, verified that it was there, closed project
pro, opened Project pro up opened a project, and inserted the field. The
result is that the correct field name appears but without any results ( no
indicator). White I create a new view in PWA using that field I get the same
results.

What am I missing?

 

[Dale Howard [MVP]]

SharkTracker --

When you create a custom enterprise field containing a formula AFTER you
already have production projects in the system, you must ask ALL of your PMs
to do the following to EVERY project they manage:

1. Open the project and press the F9 function key to recalculate the
project. This will force the graphical indicators to display in the field.
2. Save and publish the project. This will force the data to show up in
PWA as well.

Hope this helps.

Thanks for pointing me in the correct direction.

I create a task level number field using Project pro, with a simple
formula
Iff([Duration] > 0,1,2)

I then defined a 1 = red light indicator and 2= green indicator.

I then pushed to the enterprise, verified that it was there, closed
project
pro, opened Project pro up opened a project, and inserted the field. The
result is that the correct field name appears but without any results ( no
indicator). White I create a new view in PWA using that field I get the
same
results.

What am I missing?
--
Sharktracker

Sharktracker --

You no longer create custom enterprise fields by opening the Enterprise
Global. Instead, log into PWA with administrator permissions, and then
click Server Settings - Enterprise Custom Field Definition. If you know
that you need a value list for your custom fields, you must first create
a
Lookup Table containing the items on the value list (in the Lookup Tables
for Custom Fields section at the bottom of the page). You can create a
custom Field in the Enterprise Custom Fields section at the top of the
page.

It is also possible to create custom enterprise Task and Resource fields
(but not Project fields) from within Project Professional 2007, and this
is
actually my preferred method for creating these two types of fields. To
create either of these two types of fields, I recommend you open a
production project in Read-Only mode, and then click Tools - Customize -
Fields. Create your custom fields and test them in the project. When
finished, you can click the Add Field to Enterprise button to transfer
the
field from the project into the Project Server system. The beauty of
using
this approach is that you can test a field containing a formula in a real
production project, and when you know the formula works as desired, you
can
then transfer it to Project Server. Hope this helps.

 

[SharkTracker]

when I press F9 it shows an "Error". If I create a enterprise field that has
a drop down select it works fine. also the local field works just fine. once
move to the enterprise it stops working.
--
Sharktracker

SharkTracker --

When you create a custom enterprise field containing a formula AFTER you
already have production projects in the system, you must ask ALL of your PMs
to do the following to EVERY project they manage:

1. Open the project and press the F9 function key to recalculate the
project. This will force the graphical indicators to display in the field.
2. Save and publish the project. This will force the data to show up in
PWA as well.

Hope this helps.

Thanks for pointing me in the correct direction.

I create a task level number field using Project pro, with a simple
formula
Iff([Duration] > 0,1,2)

I then defined a 1 = red light indicator and 2= green indicator.

I then pushed to the enterprise, verified that it was there, closed
project
pro, opened Project pro up opened a project, and inserted the field. The
result is that the correct field name appears but without any results ( no
indicator). White I create a new view in PWA using that field I get the
same
results.

What am I missing?
--
Sharktracker

Sharktracker --

You no longer create custom enterprise fields by opening the Enterprise
Global. Instead, log into PWA with administrator permissions, and then
click Server Settings - Enterprise Custom Field Definition. If you know
that you need a value list for your custom fields, you must first create
a
Lookup Table containing the items on the value list (in the Lookup Tables
for Custom Fields section at the bottom of the page). You can create a
custom Field in the Enterprise Custom Fields section at the top of the
page.

It is also possible to create custom enterprise Task and Resource fields
(but not Project fields) from within Project Professional 2007, and this
is
actually my preferred method for creating these two types of fields. To
create either of these two types of fields, I recommend you open a
production project in Read-Only mode, and then click Tools - Customize -
Fields. Create your custom fields and test them in the project. When
finished, you can click the Add Field to Enterprise button to transfer
the
field from the project into the Project Server system. The beauty of
using
this approach is that you can test a field containing a formula in a real
production project, and when you know the formula works as desired, you
can
then transfer it to Project Server. Hope this helps.




I have recently inherited an existing Project 2007 installation. (Oh
boy!).
I can access all of the PWA project server options as well as the
Project
pro enterprise option. The problem is that when I open the Enterprise
Global
option from Project pro, then select customize and the “Fields†option
is
grayed out; therefore, I cannot open any of the predefined Enterprise
fields
using Project 2007 pro.

Any suggestions??

 

[SharkTracker]

Thank you all of your help. I have it working. The problem was that the
latest office service patches had not been applied to Project Pro. Once i
applied them the formula driven enterprise fields started working.
--
Sharktracker

SharkTracker --

When you create a custom enterprise field containing a formula AFTER you
already have production projects in the system, you must ask ALL of your PMs
to do the following to EVERY project they manage:

1. Open the project and press the F9 function key to recalculate the
project. This will force the graphical indicators to display in the field.
2. Save and publish the project. This will force the data to show up in
PWA as well.

Hope this helps.

Thanks for pointing me in the correct direction.

I create a task level number field using Project pro, with a simple
formula
Iff([Duration] > 0,1,2)

I then defined a 1 = red light indicator and 2= green indicator.

I then pushed to the enterprise, verified that it was there, closed
project
pro, opened Project pro up opened a project, and inserted the field. The
result is that the correct field name appears but without any results ( no
indicator). White I create a new view in PWA using that field I get the
same
results.

What am I missing?
--
Sharktracker

Sharktracker --

You no longer create custom enterprise fields by opening the Enterprise
Global. Instead, log into PWA with administrator permissions, and then
click Server Settings - Enterprise Custom Field Definition. If you know
that you need a value list for your custom fields, you must first create
a
Lookup Table containing the items on the value list (in the Lookup Tables
for Custom Fields section at the bottom of the page). You can create a
custom Field in the Enterprise Custom Fields section at the top of the
page.

It is also possible to create custom enterprise Task and Resource fields
(but not Project fields) from within Project Professional 2007, and this
is
actually my preferred method for creating these two types of fields. To
create either of these two types of fields, I recommend you open a
production project in Read-Only mode, and then click Tools - Customize -
Fields. Create your custom fields and test them in the project. When
finished, you can click the Add Field to Enterprise button to transfer
the
field from the project into the Project Server system. The beauty of
using
this approach is that you can test a field containing a formula in a real
production project, and when you know the formula works as desired, you
can
then transfer it to Project Server. Hope this helps.




I have recently inherited an existing Project 2007 installation. (Oh
boy!).
I can access all of the PWA project server options as well as the
Project
pro enterprise option. The problem is that when I open the Enterprise
Global
option from Project pro, then select customize and the “Fields†option
is
grayed out; therefore, I cannot open any of the predefined Enterprise
fields
using Project 2007 pro.

Any suggestions??

 

[Dale Howard [MVP]]

SharkTracker --

Thanks for letting us know the solution!

Thank you all of your help. I have it working. The problem was that the
latest office service patches had not been applied to Project Pro. Once i
applied them the formula driven enterprise fields started working.
--
Sharktracker

SharkTracker --

When you create a custom enterprise field containing a formula AFTER you
already have production projects in the system, you must ask ALL of your
PMs
to do the following to EVERY project they manage:

1. Open the project and press the F9 function key to recalculate the
project. This will force the graphical indicators to display in the
field.
2. Save and publish the project. This will force the data to show up in
PWA as well.

Hope this helps.

Thanks for pointing me in the correct direction.

I create a task level number field using Project pro, with a simple
formula
Iff([Duration] > 0,1,2)

I then defined a 1 = red light indicator and 2= green indicator.

I then pushed to the enterprise, verified that it was there, closed
project
pro, opened Project pro up opened a project, and inserted the field.
The
result is that the correct field name appears but without any results
( no
indicator). White I create a new view in PWA using that field I get the
same
results.

What am I missing?
--
Sharktracker


:

Sharktracker --

You no longer create custom enterprise fields by opening the
Enterprise
Global. Instead, log into PWA with administrator permissions, and
then
click Server Settings - Enterprise Custom Field Definition. If you
know
that you need a value list for your custom fields, you must first
create
a
Lookup Table containing the items on the value list (in the Lookup
Tables
for Custom Fields section at the bottom of the page). You can create
a
custom Field in the Enterprise Custom Fields section at the top of the
page.

It is also possible to create custom enterprise Task and Resource
fields
(but not Project fields) from within Project Professional 2007, and
this
is
actually my preferred method for creating these two types of fields.
To
create either of these two types of fields, I recommend you open a
production project in Read-Only mode, and then click Tools -
Customize -
Fields. Create your custom fields and test them in the project. When
finished, you can click the Add Field to Enterprise button to transfer
the
field from the project into the Project Server system. The beauty of
using
this approach is that you can test a field containing a formula in a
real
production project, and when you know the formula works as desired,
you
can
then transfer it to Project Server. Hope this helps.




message
I have recently inherited an existing Project 2007 installation. (Oh
boy!).
I can access all of the PWA project server options as well as the
Project
pro enterprise option. The problem is that when I open the
Enterprise
Global
option from Project pro, then select customize and the “Fieldsâ€
option
is
grayed out; therefore, I cannot open any of the predefined
Enterprise
fields
using Project 2007 pro.

Any suggestions??

 

[naughtonjm]

SharkTracker --

Thanks for letting us know the solution!  

Thank you all of your help. I have it working. The problem was that the
latest office service patches had not been applied to Project Pro. Oncei
applied them the formula driven enterprise fields started working.

SharkTracker --
When you create a custom enterprise field containing a formula AFTER you
already have production projects in the system, you must ask ALL of your
PMs
to do the following to EVERY project they manage:
1.  Open the project and press the F9 function key to recalculate the
project.  This will force the graphical indicators to display in the
field.
2.  Save and publish the project.  This will force the data to show up in
PWA as well.
Hope this helps.

Thanks for pointing me in the correct direction.
I create a task level number field using Project pro, with a simple
formula
Iff([Duration] > 0,1,2)
I then defined a 1 = red light indicator and 2= green indicator.
I then pushed to the enterprise, verified that it was there, closed
project
pro, opened Project pro up opened a project, and inserted the field.
The
result is that the correct field name appears but without any results
( no
indicator). White I create a new view in PWA using that field I get the
same
results.
What am I missing?
--
Sharktracker
:
Sharktracker --
You no longer create custom enterprise fields by opening the
Enterprise
Global.  Instead, log into PWA with administrator permissions, and
then
click Server Settings - Enterprise Custom Field Definition.  If you
know
that you need a value list for your custom fields, you must first
create
a
Lookup Table containing the items on the value list (in the Lookup
Tables
for Custom Fields section at the bottom of the page).  You can create
a
custom Field in the Enterprise Custom Fields section at the top of the
page.
It is also possible to create custom enterprise Task and Resource
fields
(but not Project fields) from within Project Professional 2007, and
this
is
actually my preferred method for creating these two types of fields..
To
create either of these two types of fields, I recommend you open a
production project in Read-Only mode, and then click Tools -
Customize -
Fields.  Create your custom fields and test them in the project.  When
finished, you can click the Add Field to Enterprise button to transfer
the
field from the project into the Project Server system.  The beauty of
using
this approach is that you can test a field containing a formula in a
real
production project, and when you know the formula works as desired,
you
can
then transfer it to Project Server.  Hope this helps.

message
I have recently inherited an existing Project 2007 installation. (Oh
boy!).
I can access all of the PWA project server options as well as the
Project
pro enterprise option. The problem is that when I open the
Enterprise
Global
option from Project pro, then select customize and the “Fields”
option
is
grayed out; therefore, I cannot open any of the predefined
Enterprise
fields
using Project 2007 pro.
Any suggestions??

- Show quoted text -

Mr. Howard,

I have a related issue in that I have a custom field and lookup table
being used in production projects. I modified the lookup table and
find that the new lists appear through PWA but not the actual Project
Professional files. Do you have any ideas as to how I can update the
custom field lookup table so that the options appear in the Project
File?

Thanks,

naughtonjm

 

[Dale Howard [MVP]]

naughtonjm --

Ask your users to clear the files in the Local Cache and do this yourself.
Does this resolve the problem?

Also, please tell us your current level on Service Packs and Cumulative
Updates as well. Let us know.

SharkTracker --

Thanks for letting us know the solution!

Thank you all of your help. I have it working. The problem was that the
latest office service patches had not been applied to Project Pro. Once
i
applied them the formula driven enterprise fields started working.

SharkTracker --
When you create a custom enterprise field containing a formula AFTER
you
already have production projects in the system, you must ask ALL of
your
PMs
to do the following to EVERY project they manage:
1. Open the project and press the F9 function key to recalculate the
project. This will force the graphical indicators to display in the
field.
2. Save and publish the project. This will force the data to show up in
PWA as well.
Hope this helps.

message
Thanks for pointing me in the correct direction.
I create a task level number field using Project pro, with a simple
formula
Iff([Duration] > 0,1,2)
I then defined a 1 = red light indicator and 2= green indicator.
I then pushed to the enterprise, verified that it was there, closed
project
pro, opened Project pro up opened a project, and inserted the field.
The
result is that the correct field name appears but without any results
( no
indicator). White I create a new view in PWA using that field I get
the
same
results.
What am I missing?
--
Sharktracker
:
Sharktracker --
You no longer create custom enterprise fields by opening the
Enterprise
Global. Instead, log into PWA with administrator permissions, and
then
click Server Settings - Enterprise Custom Field Definition. If you
know
that you need a value list for your custom fields, you must first
create
a
Lookup Table containing the items on the value list (in the Lookup
Tables
for Custom Fields section at the bottom of the page). You can create
a
custom Field in the Enterprise Custom Fields section at the top of
the
page.
It is also possible to create custom enterprise Task and Resource
fields
(but not Project fields) from within Project Professional 2007, and
this
is
actually my preferred method for creating these two types of fields.
To
create either of these two types of fields, I recommend you open a
production project in Read-Only mode, and then click Tools -
Customize -
Fields. Create your custom fields and test them in the project. When
finished, you can click the Add Field to Enterprise button to
transfer
the
field from the project into the Project Server system. The beauty of
using
this approach is that you can test a field containing a formula in a
real
production project, and when you know the formula works as desired,
you
can
then transfer it to Project Server. Hope this helps.

message
I have recently inherited an existing Project 2007 installation.
(Oh
boy!).
I can access all of the PWA project server options as well as the
Project
pro enterprise option. The problem is that when I open the
Enterprise
Global
option from Project pro, then select customize and the “Fields”
option
is
grayed out; therefore, I cannot open any of the predefined
Enterprise
fields
using Project 2007 pro.
Any suggestions??

- Show quoted text -

Mr. Howard,

I have a related issue in that I have a custom field and lookup table
being used in production projects. I modified the lookup table and
find that the new lists appear through PWA but not the actual Project
Professional files. Do you have any ideas as to how I can update the
custom field lookup table so that the options appear in the Project
File?

Thanks,

naughtonjm