Creating a enterprise custom field with a lookup table in MS Project Server

Contents:

1. Creating a lookup table in MS Project Server
2. Creating a enterprise custom field with a lookup table in MS Project Server
3. Chat

Creating a lookup table in MS Project Server

Steps to create a lookup table 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 lookup table, click the "New Lookup Table" button.
4. Or you can to copy exist lookup table. Select the lookup table and click the "Copy Lookup Table" button.
5. To edit a lookup table, click the lookup table name in the "Lookup Table" column.
6. To delete a lookup table, select the lookup table and click the "Delete Lookup Table" button.

Steps to add values to the lookup table in MS Project Server:

1. Enter the lookup table name in the "Name" field. The name must to be unic. You can use special symbols.
2. Select the type of data in the "Type" field.
3. You can set multi level outline, add more values of the code mask table. Set up the code mask values:
   1. Set the character type for each level.
   2. Set the length of level values.
   3. Set the type a separator. 
4. Add vlues to the lookup table:
   • Enter the table values in the "Value" column.
   • If you want, you can add the description in the "Description" column.
   • If you want add value click the "Insert Row" button.
   • If you want to delete value, select it and click the "Delete Row" button.
   • If you want copy value, select it and click the "Copy Row" button.
   • If you want past value, click the "Paste Row" button.
   • If you want change a value level, click the "Indent" button or the "Outdent" button.
   • If yo want to export table in MS Excel, click the "Export to Excel" button.
   • If yo want to print table, click the "Print" button.

Creating a enterprise custom field with a lookup table in MS Project Server

Steps to create a enterprise custom field with a lookup table in MS Project Server:

1. Create a enterprise custom field. (Read more "Adding enterprise custom fields in MS Project Server")
2. Enter the field name in the "Name" field. The name must to be unic. You can use special symbols.
3. Select the type of entity in the "Entity" field.
4. Select the type of data in the "Type" field.
5. Select the "Lookup Table" in the "Custom Attributes" block.
6. Select the lookup table name.
7. If you want to use a default value:
   • Click the "Choose a value to use as a default when adding new items" box.
   • Select the default value.
8. If you want to use codes, click the "Only allow codes with no subordinate values" box.
9. If you want to use multiple values, click the "Allow multiple values to be selected from lookup table" box.
10. To save click the "Save" button.