Project Level Custom Fields

T

Tom Layson

I've done a lot of searching and can find examples of how to fill in custom
properties when saving an enterprise project, but can not find anything that
explains how to create them.

I want to add a custom field that lets us filter the projects by a release.
(i.e. v1, v2, v3, etc) When I chose file save/save as, the Custom Field Name
area is empty. How do I create a new custom field?

Thanks in advance
 
D

Dale Howard [MVP]

Tom --

In the future, please let us know what version of Project Server you are
using. 2002, 2003, or 2007? For the moment, I will assume you are using
Project Server 2007. To create an enterprise custom field with a pick list
(v1, v2, v3, etc.), you must be the Project Server administrator. You need
to log into PWA with administrator permissions. Then you need to click
Server Settings - Enterprise Custom Field Definition. You will need to
create a Lookup Table containing the values from which users can select a
release. Then you will need to create a custom enterprise field that
includes the Lookup Table you just created. Hope this helps.
 
T

Tom Layson

Thanks! That was exactly what I needed.

Yes I am using Project Server 2007. I'll remember to add that in the future.

Tom
 
T

Tom Layson

Working with Project Server 2007.

I've created the custom fields and saved my test project with the new fields
set. However when I go to the Project Center and try to create a custom
filter, the new fields do not show up. Maybe I am going about this the wrong
way.

We have a large number of project files and want to be able to find them
easily. Since it seems we cannot create sub-folders in Project Server, I was
hoping to be able to filter the displayed files based on the new custom
properties.

Is there anyway to organize our projects to make them easier to find?

Thanks
Tom
 
D

Dale Howard [MVP]

Tom --

When you click the Custom Filter button in the Project Center page, the pick
list includes only those fields included in the current Project Center view.
This means that you must include your custom fields in at least one Project
Center view. You can add them to the default Views, or create a new custom
View, as needed. Hope this helps.
 
K

Kim H.

Hi,

I am using MSP 2007 Server.

When I create an enterprise field with entity task and rollup method "sum", I cannot add this to a project center view?

Is this intentionally? Because in the project plan, this field just appears as all others which can be added



Dale Howard [MVP] wrote:

Tom --When you click the Custom Filter button in the Project Center page, the
15-Jan-09

Tom -

When you click the Custom Filter button in the Project Center page, the pick
list includes only those fields included in the current Project Center view.
This means that you must include your custom fields in at least one Project
Center view. You can add them to the default Views, or create a new custom
View, as needed. Hope this helps

--
Dale A. Howard [MVP
VP of Educational Service
msProjectExpert
http://www.msprojectexperts.co
http://www.projectserverexperts.co
"We write the books on Project Server


Previous Posts In This Thread:

Project Level Custom Fields
I've done a lot of searching and can find examples of how to fill in custom
properties when saving an enterprise project, but can not find anything that
explains how to create them

I want to add a custom field that lets us filter the projects by a release.
(i.e. v1, v2, v3, etc) When I chose file save/save as, the Custom Field Name
area is empty. How do I create a new custom field

Thanks in advance

Tom --In the future, please let us know what version of Project Server you are
Tom -

In the future, please let us know what version of Project Server you are
using. 2002, 2003, or 2007? For the moment, I will assume you are using
Project Server 2007. To create an enterprise custom field with a pick list
(v1, v2, v3, etc.), you must be the Project Server administrator. You need
to log into PWA with administrator permissions. Then you need to click
Server Settings - Enterprise Custom Field Definition. You will need to
create a Lookup Table containing the values from which users can select a
release. Then you will need to create a custom enterprise field that
includes the Lookup Table you just created. Hope this helps

--
Dale A. Howard [MVP
VP of Educational Service
msProjectExpert
http://www.msprojectexperts.co
http://www.projectserverexperts.co
"We write the books on Project Server


Thanks!
Thanks! That was exactly what I needed

Yes I am using Project Server 2007. I will remember to add that in the future

To

:

Tom --You are more than welcome for the help, my friend!
Tom -

You are more than welcome for the help, my friend! :

--
Dale A. Howard [MVP
VP of Educational Service
msProjectExpert
http://www.msprojectexperts.co
http://www.projectserverexperts.co
"We write the books on Project Server


Working with Project Server 2007.
Working with Project Server 2007

I've created the custom fields and saved my test project with the new fields
set. However when I go to the Project Center and try to create a custom
filter, the new fields do not show up. Maybe I am going about this the wrong
way

We have a large number of project files and want to be able to find them
easily. Since it seems we cannot create sub-folders in Project Server, I was
hoping to be able to filter the displayed files based on the new custom
properties

Is there anyway to organize our projects to make them easier to find

Thanks
Tom

:

Tom --When you click the Custom Filter button in the Project Center page, the
Tom --

When you click the Custom Filter button in the Project Center page, the pick
list includes only those fields included in the current Project Center view.
This means that you must include your custom fields in at least one Project
Center view. You can add them to the default Views, or create a new custom
View, as needed. Hope this helps.






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D

Dale Howard [MVP]

Kim H --

Your problem has nothing to do with the Rollup method you have specified.
The problem is that you are trying to add an enterprise TASK field to a
Project Center view. You can only add enterprise PROJECT fields to the
Project Center view. Hope this helps.




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