Custom Lookup Tables in MS PROJECT SERVER 2010

 

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:

image

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:

image

and then:

image

Finally I get:

image

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)

image

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:

image

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!

image

and I will get:

image

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

image

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.

image

and I will get:

image

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:

image

and I will create new one:

image

I will fill necessary information:

image

  • 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!

image

and then:

image

and finally:

image

I will now choose:

image

and I will get:

image

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

 

Regards!

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About Nenad Trajkovski

Location: Zagreb, Croatia Occupation: Project Manager Interests: Project Management and MS PROJECT He was born in Zagreb, Croatia at 1963. After completing his college he started working on projects in different business areas (banking, manufacturing, automotive industry, distribution, oil companies, etc.) developing and implementing ERP systems into different companies. He has got a lot of experience working with people in different business processes and also possesses great knowledge in information technologies and financial services. Today he works as a business consultant, adn Project Manager in PERPETUUM MOBILE d.o.o. Zagreb. He is a regular lecturer for Project Management in MS Innovation Center in Varaždin, Logosoft Sarajevo in Bosnia and Herzegovina and SEAVUS GROUP in Skopje Macedonia. He was named the best lecturer of WINDAYS 2008 while his lecture was also voted as the best. In addition, he was in TOP 10 lecturers at the MS SINERGY 2009 and MS VISIA 2009, 2010. Shares first place as the best lecturer of KulenDays 2009 and 2010 and PMI Conference 2009 in Zagreb. He is also a regular lecturer in the MS Community. He is a Certified Accountant and a PMP (Project Manager Professional) and a PMI-RMP (Risk Manager Professional), MCP, MCT, and Microsoft Certified Technical Specialist - Microsoft Project 2010. From 01.01.2012 awarded with MVP (Microsoft Most Valuable Proffesional - Microsoft Project)!
This entry was posted in MICROSOFT PROJECT, Microsoft PRoject 2010, Microsoft Project Server 2010, MS PROJECT 2010, PMI, PRoject Management and tagged , , , . Bookmark the permalink.

2 Responses to Custom Lookup Tables in MS PROJECT SERVER 2010

  1. syah says:

    hi nenad actually i would like to ask you a few question regarding microsoft project server 2010, do you have an email where i can reach you?
    thank you

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