Adding enterprise custom fields in MS Project Server

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How to add enterprise custom fields in MS Project Server?

2026-03-01T08:00:00+03:00

Contents:

  1. Enterprise custom fields in MS Project Server
  2. Adding enterprise custom fields in MS Project Server
  3. Chat


Enterprise custom fields in MS Project Server

Steps to setup enterprise custom fields in MS Project Server:

  1. Click the "Server Settings" item in the left menu.
  2. Click the "Enterprise Custom Fields and Lookup Tables" item in the "Enterprise Data" block.
  3. To create the custom fields, click the "New Field" button.
  4. Or you can to copy exist field. Select the field and click the "Copy Field" button.
  5. To edit a field, click the field name in the "Field" column.
  6. To delete a field, select the field and click the "Delete Field" button.

Steps to setup enterprise custom fields in MS Project Server


Adding enterprise custom fields in MS Project Server

Steps to add enterprise custom fields in MS Project Server:

  1. Enter the field name in the "Name" field. The name must to be unic. You can use special symbols.
  2. Enter the field description in the "Description" field. 
  3. Select the type of entity in the "Entity" field.
  4. Select the type of data in the "Type" field.
  5. Select data source in the block:
    • Single line of text - The text contains 256 characters.
    • Multiple lines of text - The text contains an unlimited number of characters.
    • Lookup Table - The field value defined by lookup table
    • Formula - The field value is calculated using the formula.
  6. You can set the department name who is owner this field.

Steps to add enterprise custom fields in MS Project Server part1

Steps to add enterprise custom fields in MS Project Server:

  1. You can set values to dispaly in the "Values to Dispaly" block:
    • Data - Show th data in the field.
    • Graphical indicators - Show a graphical indicators in the field.
  2. You can set the field behavior in the "Behavior" block:
    • If you want to use this field in the workflow, click the "Behavior controlled by workflow" box.
    • if you want the edit this field in the SharePoint tasks list projects, click the "Allow editing on Project Details pages for SharePoint Tasks List Projects" box.
  3. To save click the "Save" button.

Steps to add enterprise custom fields in MS Project Server part2

 


#projectmanagment, #projectintegrationmanagement, #initiatingprocess, #msprojectserver, #oberemokii

Adding enterprise custom fields in MS Project Server

2026-03-01 13:02:05

Ivan Oberemok

oberemokii@gmail.com

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