Define custom user fields

1. Choose Enterprise, User Defined Fields.
2. Select the subject area of the product where you would like to add the new field, such as Activities, Activity Steps, Activity Resource Assignments, Projects, Resources, WBS, Expenses, Issues, and Work Products & Documents.
3. Click Add.
4. Enter a user-defined title for the new field and select a data type.
   
   For example, you could enter Purchase Order Number as the title and select Integer as the data type.

To assign values to custom user fields

1. In the appropriate window, add a column for the custom user field code.
   
   For example, if you created a UDF in the Activities subject area named Work Order Number, you can display a Work Order Number column in the Activity Table of the Activities window.
   
2. In the custom field column you added, type a value.

Notes

• If you intend to use BI Publisher, avoid using commas when creating data other than Project names. The way that data other than Project names is passed to BI Publisher can cause a comma to be interpreted as a delimiter between data items.
• If the Data Type is an Indicator, in the custom field column you must select a value of red, yellow, green, or blue. You cannot enter any other value.
• Only users with global security privileges to edit user-defined fields (UDFs) can add, modify, or delete UDFs. Users that do not have access rights to edit UDFs can still view them in the User Defined Fields dialog box.
• Only users with project security privileges to view project cost data can view UDF values with a Data Type of Cost.