Custom Fields

Online Help > Custom Fields

Application includes extra fields (for text, numbers, dates) to store custom data.

​Example of such custom fields: Text1-30, Cost1-10, Date1-10, Duration1-10, Finish1-10, Flag1-20, Number1-20, Start1-10.

User will be able to create text custom fields that store any text information, the maximum number or characters can enter into Text fields is 255.​

Create a basic custom field

 Project Plan 365 provides basic custom fields that you can define to meet your needs. You can customize a field, and then insert it into your plan. If you don't need an entirely new custom field, you can also simply rename existing fields to customize them.

Customize a field

  1. On the Project menu, select Custom Fields.
  2. Click Task if you want the field to be available in task views or click Resource if you want the field to be available in resource views.
  3. Select the type of field you are customizing from the Type list.
  4. Click Rename to permanently rename the field in this project. Type the new name in the dialog box that appears, and then click OK.

Insert a custom field

Once you have customized a field, the next step is to insert it in a view.

  1. Click the column header for the column that you want to appear to the right of the custom field.
  2. On the Format menu, click Insert Column.
  3. Click the name of the custom field in the Field name list. If you permanently renamed the field when you customized it, it will be listed under its new name.
  4. If you do not want to use the permanent name of your custom field, type a new name in the Title box.
  5. Select how you want the column aligned, using the Align title and Align data lists.
  6. Type a width for the column in the Width box. You can also adjust column width in the view itself, by dragging the edge of the column to make it wider or narrower.

If you want the column header text to wrap to multiple lines if the column is too narrow to display it on one line, select the Header Text Wrapping check box. Clear this check box if you want the header to only be displayed on one line.

  1. Click OK to insert the column in the displayed view.