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Adding Customized Project Information (Attributes)

답변됨 Adding Customized Project Information (Attributes)

  • Tuesday, January 05, 2010 8:03 PM
     
     
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    Hi,

    I'm using Project Server 2010 beta with PWA.

    Could anyone help me with the following questions about customized project fields?

    1.  I have multiple projects, each project has its priority. Where should I store this priority information for the project? Since priority is commonly used information, I guess it should be a default field for a project. But I couldn't find it in PWA. Am I missing something here?

    2. I have some other related information for each project that I need to enter, for example, Equipment, Target Customers. Does Project Server 2010 PWA allow me to create those attributes for the project?

    Thanks,

    Wei
     

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  • Tuesday, January 05, 2010 8:35 PM
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    You can achieve that by creating Project custom fields and potentially leveraging lookup tables to assign specific metadata to each project. Go to Server Settings -> Enterprise Data - > Enterprise Custom Fields and Lookup Tables to define these attributes.
     
  • Tuesday, January 05, 2010 10:36 PM
     
     
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    Thanks, I can now create customized fields!

    When I try to define "Priority" as the customized field name, I got the following:

    The custom field could not be saved due to the following reason(s):
    • The custom field name is a reserved name.

    Is this reserved name "Priority" being exposed to end-user? If yes, I don't need to define it, but instead using the existing one. Could you let me where I can find this "Priority" attribute in PWA.

    Thanks

    Wei

     
  • Tuesday, January 05, 2010 11:10 PM
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    Hello, yes since its a reserved name please create one similar like: "Project Priority" for instance

     
  • Wednesday, January 06, 2010 12:04 AM
     
     
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    Great. Thanks for clarifying this!

    Now I have defined "Project Priority" in Server Settings -> Enterprise Data - > Enterprise Custom Fields and Lookup Tables.

    I click "Configure Columns..." in Project Center > Project Name > Open Menu. It opens up a dialog. The dialog lists all the existing columns being used in the project, but I don't see the customized field "Project Priority" in the list. Where can I locate"Project Priority" so that I can use it in the project?

    Thanks,

    Wei


     
  • Wednesday, January 06, 2010 12:21 AM
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    you have to add the newly created field to the Project Center view (Server Settings -> Manage Views) 
     
  • Wednesday, January 06, 2010 12:38 AM
     
     
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    Wow, I see the customized column in the project. Thanks!

    However, the value of this customized column and others are READ ONLY. How can I get into the EDIT mode to change the value of this column? BTW, I didn't do any check-in for this project I just created.

    Thanks

    Wei

     
  • Friday, January 08, 2010 5:45 PM
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    To edit the project level custom fields you've created you must create project data pages that contain the fields, Server Settings/Workflow and Project Detail Pages/Project Detail Pages and let us know how you get on. We should be blogging on this soon on the Project Blog.

    Hope this helps...pc
     
  • Friday, January 08, 2010 6:33 PM
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    Step by step documented here: http://blogs.msdn.com/chrisfie/archive/2010/01/08/how-to-project-2010-edit-project-custom-fields-in-pwa.aspx