Setting Custom Fields for a Project

Custom fields are created in Lists. When the project is created, all the custom fields set up at the source will be added to the project, along with the corresponding default values. You can change the value for any given custom field in this window, and you can select other custom fields not included in the grid.

To manage custom fields, do the following:

1. Open Dashboard, click Application Links on the navigation panel, and then click Projects under Workstream.
2. Open a project view that has the project you want to set custom fields for.
3. Select one or more projects in the grid, and then do one of the following to display the Project window:
• If updating one project, click in the Edit group on the Home tab or right-click and select Open from the menu.
• If updating more than one project, you can update all selected items in one transaction, or display the selected items individually to edit only the boxes that are applicable. Select Update Multiple - Individual or All Selected in the Edit group on the Home tab.
4. Click Custom Fields on the navigation panel.
5. Do one of the following:
• To assign a custom field. Click Custom Fields on the button bar, or right-click and select Custom Fields from the menu to display a list of custom fields previously created in Lists. See Selecting Firm Custom Fields for a Project Type for more information.
• To remove a row in the grid. Click Remove on the button bar, or right-click and select Remove from the menu to display a window where you can remove the selected cell.
• To reorganize the grid. Right-click the grid to display a list of options for managing the grid.

Explain the Custom Field components.

Component	Description
Custom Fields	Displays a list of custom fields that were created in Lists that have not yet been assigned to the project.
Remove	Select a row in the grid and click Remove on the button bar to remove a custom field, or right-click a row in the grid and select this option from the menu.
Name	Displays the name of the custom field that was selected from the project.
Value	Allows you to select information from the list for that custom field.

6. Do one of the following:

   • Update one project. Click one of the Save options or Cancel.

   Button	Description
   Save	Saves the changes without exiting the window. An error message displays if you click this button before entering all required information.
   Save & New	Saves the changes and opens a new window. An error message displays if you click this button before entering all required information.
   Save & Close	Saves the changes and exits the window. An error message displays if you click this button before entering all required information.
   Cancel	Exits the window without saving your changes.

   • Update multiple projects individually. Click one of the Save options or Cancel.

   Button	Description
   Save & Previous	Saves your changes and moves to the previous record.
   Save & Next	Saves your changes and moves to the next record.
   Save & Close	Saves your changes and closes the window.
   Cancel	Closes the window without saving any unsaved changes.

   • Update all selected projects. Click Reset, Continue, or Cancel.

   Button	Description
   Reset	Discards your changes in the current window and resets all sections back to their previous state.
   Continue	Compiles your changes, closes the window, and displays the All Selected Confirmation window, allowing you to review the detail of your changes. When you click Continue, the All Selected Confirmation window displays, allowing you to review the detail of your changes. Select or clear boxes to apply or remove your changes, and then click Apply.
   Cancel	Closes the window without saving your changes.