Importing Local Fields as a Custom Enterprise Fields in MS PROJECT SERVER 2010

Hi,

in this Post I will explain how to create custom fields in MS PROJECT 2010, and then import them to MS PROJEC SERVER 2010, as a Enterprise custom field!

There are nine types of Custom Fields in MS PROJECT 2010:

  1. Cost. Use this type when you need a field in which you will put cost in currency. There is up to 10 Cost type fields.
  2. Date. Use this type when you need a field in which you will put date. There is up to 10 Date type fields.
  3. Duration. Use this type when you need a field in which you will put duration expressed in time. There is up to 10 Duration type fields.
  4. Start. Use this type when you need a field in which you will put start time expressed as a date. There is up to 10 Start type fields. Those fields are used for Interim Plans in MS PROJECT 2010, so my advice is that you should use Date type instead.
  5. Finish. Use this type when you need a field in which you will put finish time expressed as a date. There is up to 10 Finish type fields. Those fields are used for Interim Plans in MS PROJECT 2010, so my advice is that you should use Date type instead.
  6. Text. Use this type when you need a field in which you will put text up to 255 characters. There is up to 30 Text type fields.
  7. Flag. Use this type when you need a field in which you will put YES/NO flag. There is up to 20 Flag type fields.
  8. Number. Use this type when you need a field in which you will put numeric data. There is up to 20 Number type fields.
  9. Outline Code. There is up to 10 Outline Code type fields. I will explain them later in my next Post.

Limits are only if you are working with MS PROJECT PROFESSIONAL alone. If you are working with MS PROJECT SERVER, there are unlimited custom fields!

Custom fields can be applied to Resources or to Task, or to Projects (in MS PROJECT SERVER 2010) . For my first example, suppose that you need information about State from which your Resource is!

I will create Custom Text field:

image

and I will get:

image

Now, I will choose Lookup (see the Picture above), and I will get:

image

I have entered some States (just for example), and now I will click at the + Sign as shown at the Picture above:

image

I choose that Display order will be Ascending, and I do not want to add any further States in this field. If I put check mark in Allow additional items to be entered into the fields, then user can simply add any value (text) in this field on the screen (which I will explain next), and in that case this value (text) will be added in lookup table.

I am from Croatia, so most of my Resources are from it, and I will make Croatia as default Value:

image

OK! Now I am going to save this project file as a local project file, let say Project1.mpp!

Now I will re-open my MS PROJECT 2010 with MS PROJECT SERVER account (it must be Administrator account for what I am going to do!):

image

and I will get:

image

I will reopen my previous file (Project1.mpp), and I will click on Project Tab, and the on Custom fields, and I will get:

image

You can see that there is one Task Enterprise custom field (Health), because it is in MS PROJECT SERVER 2010. I will choose Resource type, and I will get:

image

As you can see, there are four Enterprise Resource custom fields: Cost type, Profit Center (I made this, and it was shown in my previous posts), Resource Departments, and Team Name), and one local (State)! I created this local field before few minutes, remember? Smile

I will click on this field, and then:

image

and I will get:

image

Now, let me close MS PROJECT PROFESSIONAL 2010, and open MS PROJECT SERVER 2010:

image

and I will get:

image

Voila! It is here! I will rename it:

image

Finally, I will open My user account:

image

and then:

image

and finally:

image

Here it is.

 

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.

One Response to Importing Local Fields as a Custom Enterprise Fields in MS PROJECT SERVER 2010

  1. jitendramishra68 says:

    Hello Nenad.

    Thanks a lot for this blog and article it helped me a lot to create new custom field.

    I was thinking to create custom field in PWA and then to user in MSP but it was totally opposite.

    Thansk
    Jitendra

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