Project Center Administration Activity Center Custom Fields tab

Use this activity center to manage and configure Project Center and create and edit custom fields and custom field layouts.

Custom fields are fields users define to collect additional information about an item tracked in Project Center. Since there is no way Project Center could have all of the fields users need, this feature enables administrators to define what fields they need for global features. Custom field information could be used for:

●        Grouping and sorting logs and lists of information;

●        Searching for data;

●        Reporting;

●        Required information on generated form letters or documents.

 You can add custom fields to:

●        Global companies;

●        Global contacts;

●        Project settings;

●        Project team.

After you add custom fields, they will appear as columns in the corresponding activity center and its dialog boxes in the  Custom Fields tab that is added (Project Center automatically adds a Custom Fields tab whenever a custom field is created).

This activity center is only available to Project Center administrators. Administrators are listed in the Licensing tab. If no administrators are listed, all Project Center users have administrative privileges until the first administrator is added.

Switching tabs does not update the information in this activity center. Click the button to get the latest information.

The following list shows all available tasks for the Custom Fields tab. Custom Fields Management ●       Import Custom Fields and Layouts Click to open the Select Spreadsheet dialog box to select a Microsoft Excel spreadsheet containing custom fields and layouts that you can import. ●       Export Custom Fields and Layouts Click to open the Save Spreadsheet dialog box to select the Microsoft Excel spreadsheet to export the project's custom fields and layouts to. ●       Create Report > Create Custom Fields Report Click to open the Create Report dialog box to select the type of custom fields report to create. ●       Create a Report > Create Custom Fields by Project Report Click to open the Create Report dialog box to select the type of custom fields report to create based on projects. ●       Access Newforma Support Click to open the Newforma support website. ●       Return to My Project Center Click to close this activity center and return to the My Project Center activity center. Selected Layout ●       Modify Custom Layout Click to open the Modify Custom Layout dialog box to edit the selected custom layout. ●       Revert Custom Layout to Default Click to revert the selected custom layout to its Project Center defaults.

Project Center Administration Use the Custom Fields tab to create and edit custom fields and custom field layouts. Custom Field Layouts Columns Applies to The area within Project Center (project settings, project team, global contacts, or global companies) the custom field layout applies to. Fields The names of the custom fields created and added to the layout. Modify Click to open the Modify Custom Layout dialog box to create a new custom field.   Save Changes Click to save the settings entered in this tab.

 

Switching Project Center servers instantly

Click the icon in the lower left corner of the Project Center Administration activity center to switch the Project Center Server you are connected to. You can also type in the name of a server.  When a new project is opened or created, the server it is on is added to the list.

The home server location is determined by the name of the Project Center Server entered when Project Center was installed. This server is added to the registry. If your home location is not the same as the location of the Project Center Server for another project, it is not switched in the registry.

 

To access this activity center

Click Project Center Administration from the Tasks panel of the My Project Center activity center or from the Activities list, then click the Custom Fields tab.