Creating portfolio structure custom fields in MS Project Server

Contents:

1. Portfolio structure custom fields in MS Project Server
2. Creating the lookup table to the portfolio structure custom fields in MS Project Server
3. Creating the portfolio structure custom field in MS Project Server
4. Chat

Portfolio structure custom fields in MS Project Server

You can add many custom fields to use in the portfolio structure. Typically the text type is used for portfolio structure custom fields. You can use a lookup table to make it easier to add data.

Steps to add portfolio structure custom fields in MS Project Server:

1. Open MS Project Server/Server.
2. Click the "Server Settings" item in the left menu.
3. Click the "Enterprise Custom Fields and Lookup Tables" link in the "Enterprise Data" block.
4. You can add lookup tables.
5. Add the enterprise custom fields.

Creating the lookup table to the portfolio structure custom fields in MS Project Server

Steps to create the lookup table to the portfolio structure custom fields in MS Project Server:

1. Open MS Project Server/Server.
2. Click the "Server Settings" item in the left menu.
3. Click the "Enterprise Custom Fields and Lookup Tables" link in the "Enterprise Data" block.
4. Click the "New Lookup Table" button.
5. Enter the lookup table name in the "Name" field. The name must to be unic. You can use special symbols.
6. Select the type of data in the "Type" field. We recommend choosing text type ("Text").
7. You can set multi level outline, add more values of the code mask table. Set up the code mask values: (Read more "Creating a enterprise custom field with a lookup table in MS Project Server")
   1. Set the character type for each level.
   2. Set the length of level values.
   3. Set the type a separator. 
8. Add vlues to the lookup table: (Read more "Creating a enterprise custom field with a lookup table in MS Project Server")
   • Enter the table values in the "Value" column.
   • If you want, you can add the description in the "Description" column.
9. To save click the "Save" button.

Creating the portfolio structure custom field in MS Project Server

Steps to create the portfolio structure custom field in MS Project Server:

1. Open MS Project Server/Server.
2. Click the "Server Settings" item in the left menu.
3. Click the "Enterprise Custom Fields and Lookup Tables" link in the "Enterprise Data" block.
4. Click the "New Field" button.
5. Enter the field name in the "Name" field. The name must to be unic. You can use special symbols.
6. Select the "Project" in the "Entity" field.
7. Select the type of data in the "Type" field. We recommend choosing text type ("Text").
8. Select the "Lookup Table" in the "Custom Attributes" block.
9. Select the lookup table name.
10. 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.
11. To save click the "Save" button.