Hi,

as I promised, in this Post, I will explain how to “connect” Enterprise Custom field with Enterprise Custom Table in MS PROJECT SERVER 2010. In my last post, few days ago it was explained how uncomfortable can be, if user can put any value in a custom field. If you want limit that, you should use Custom Tables.

If you remember, I created a Profit Center text custom field in my last Post:

It is required field, and it should be connected with Resources.

I want, for example, to have Profit Centers like this:

Consultants:

• Dynamics NAV Consultants
• SAP Consultants

Trainers:

• MS PROJECT Professional Trainers
• MS PROJECT SERVER Trainers
• MS DYNAMICS NAV Trainers
• SAP Trainers

No profit Center

and I want that user belong to one of those profit centers

I will create brand new Lookup table:

and then:

Finally I get:

My new Lookup Table will have a name: Profit Centers, and it will be Text type, because my custom field Profit Center has also Text type.

Now I will put code mask (and I can put the code mask only for the Text type)

So, I will have two levels, what is exactly what I need, and the user will choose from text type (characters)

Now it is time to put values in this table:

You can see that those values are on the same level. I will put

• Dynamics NAV Consultants
• SAP Consultants

• MS PROJECT Professional Trainers
• MS PROJECT SERVER Trainers
• MS DYNAMICS NAV Trainers
• SAP Trainers

to the level 2!

and I will get:

When I indent the rest of my fields, I will get:

I want those values to be sorter by row number, and I will save my Table!

OK! Now what? I have to “connect” my custom field Profit center with Lookup table.

and I will get:

I can NOT change Custom Attribute from None to Lookup Table. And I am in trouble, because I should first create custom table, then custom field. And I don’t need this field any more. So I will delete it:

and I will create new one:

I will fill necessary information:

• Name: the name of my Custom Field
• Description: Closer Description of that field
• Entity and Type: It will be a Resource entity with Text type (read my last Post for further explanation)
• Custom Attributes: Lookup Table is Profit Center , and I want that default value is No Profit Center. So If a user does not specify any value this will be default. I also want user to choose low level value from my hierarchy.

And now, I will save this custom field!

WARNING!!!! WHEN YOU SAVE A CUSTOM FIELD WITH LOOKUP TABLE IT IS NOT POSSIBLE TO CHANGE THE LOOKUP TABLE LATTER! So, be vary careful when you assign lookup table with custom field!

OK! Now I will assign to the Nenad Trajkovski the MS PROJECT PROFESSIONAL Trainers custom field Value!

and then:

and finally:

I will now choose:

and I will get:

Now I have to save those changes by hitting the Save button.

Regards!