Adding a enterprise custom field with graphical indicators in MS Project Server

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How to add a enterprise custom field with graphical indicators in MS Project Server?

2026-05-13T08:00:00+03:00

Contents:

  1. Adding a enterprise custom field with graphical indicators in MS Project Server
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Adding a enterprise custom field with graphical indicators in MS Project Server

Steps to add a enterprise custom field with graphical indicators 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. (Read more "Enterprise custom fields in MS Project Server")
  4. Enter the field name in the "Name" field. The name must to be unic. You can use special symbols.
  5. Enter the field description in the "Description" field. 
  6. Select the type of entity in the "Entity" field.
  7. Select the type of data in the "Type" field.
  8. Add a formula. (Read more "Customizing the formula for the enterprise custom field in MS Project Server")

Steps to add a enterprise custom field with graphical indicators in MS Project Server

Steps to add graphical indicators to a enterprise custom field with  in MS Project Server:

  1. Set the "Graphical indicators" box in the "Values to Display" block.
  2. Select the rule in the "Test" colimn. Rules are checked from top to bottom
  3. Set the rule value in the "Value(s)" column.
  4. Set the image in the "Image" column.
  5. You can inset the empty rule:
    1. Stand the previous row.
    2. Click the "Insert Row" button.
  6. You can delete the rule:
    1. Select the row.
    2. Click the "Delete Row" button.
    3. You can set the other rules for the summary rows:
      1. Select the "Summary rows" in the "Criteria for:" field..
      2. You can use nonsummary rules, click the "Inherit criteria from non-summary rows" box.
      3. Or you can set unique rules.
    4. You can set the other rules for the project summary rows:
      1. Select the "Project summary" in the "Criteria for:" field..
      2. You can use summary rules, click the "Inherit criteria from summary rows" box.
      3. Or you can set unique rules.
    5. To save click the "Save" button.

Steps to add graphical indicators to a enterprise custom field with  in MS Project Server step 1

Steps to show a enterprise custom field with graphical indicators in view in MS Project Server:

  1. Add a enterprise custom field with graphical indicators in view. (Read more "Creating and editing a custom view in MS Project Server")
  2. Open the project. Click the "Projects" item in the left menu and click the project name.
  3. Refresh the project. 
    1. Click the "Edit" button in the "Project" block and selec the "In Browser" item.
    2. Click the "Publish" button.

Steps to add graphical indicators to a enterprise custom field with  in MS Project Server step 2


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Adding a enterprise custom field with graphical indicators in MS Project Server

2026-05-13 13:36:51

Ivan Oberemok

oberemokii@gmail.com

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