Setting the "Make-or-Buy" enterprise custom column in MS Project Server

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Contents:

  1. Creating the "Make-or-Buy" enterprise custom field in MS Project Server
  2. Adding the "Make-or-Buy" enterprise custom field in MS Project Server
  3. Using the "Make-or-Buy" enterprise custom column in MS Project Server
  4. Chat


Creating the "Make-or-Buy" enterprise custom field in MS Project Server

To appoint contractors, it is necessary to identify the tasks that they will implement. You can create a custom column that will allow you to highlight the tasks of subcontracting organizations. 

Steps to create the "Make-or-Buy" enterprise custom field 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. Enter the "Make-or-Buy" 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 "Task" in the "Entity" field.
  7. Select the "Flag" in the "Type" field.
  8. To save click the "Save" button.

Creating the "Make-or-Buy" enterprise custom field in MS Project Server


Adding the "Make-or-Buy" enterprise custom field in MS Project Server

Steps to add the "Make-or-Buy" enterprise custom field in MS Project Server:

  1. Click the "Server Settings" item in the left menu.
  2. Click the "Manage Views" item in the "Look and Feel" block.
  3. Click the "Tasks Schedule" view.
  4. Add the "Make-or-Buy" in the "Fields" block.
  5. To save click the "Save" button.

Adding the "Make-or-Buy" enterprise custom field in MS Project Server


Using the "Make-or-Buy" enterprise custom column in MS Project Server

Steps to use the "Make-or-Buy" enterprise custom column in MS Project Server:

  1. Click the "Projects" item in the left menu.
  2. Select the project and click the project name.
  3. Click the "TASK" item in the top menu. 
  4. Select the "Tasks Schedule" view in the "View" field in the "Data" block.
  5. Click the "Edit" button in the "Project" block and select the "In Browse" item.
  6. Set the "Yes" or "No" in the "Make-or-Buy" field.
  7. To save click the "Save" button.

Using the "Make-or-Buy" enterprise custom column in MS Project Server


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Setting the "Make-or-Buy" enterprise custom column in MS Project Server

2023-05-08 10:24:50

Ivan Oberemok

oberemokii@gmail.com

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