Rename enterprise custom fields

I use Project online 2013.
I'd like to rename the enterprise custom fields "Project Category" and "Project Sub Category" to something shorter. The reason is that I group my projects by Project Department, Project Category and Project Sub Category and the names
are too long.
Any suggestions?

Hi,
There is no issue in renaming an enterprise custom field since it will keep its GUID. Just go to the server settings, enterprise custom fields, select the field to edit it and rename it.
The limitation I can see is if you have reports with SQL queries which point to the field name and not GUID. In this case you'll need to adjust your SQL queries.
Hope this helps,
Guillaume Rouyre, MBA, MCP, MCTS |

Similar Messages

Validation of Enterprise Customer Fields in Project Creation Page

I want to do the validation on the Enterprise Custom Fields of PWA site for Project center. A set of custom fields have been added on the Project Creation Page.
Custom Business Validation (such as a field value should be unique or based on another field) is required for some custom fields. This validation is required on clicking Save button in Project Creation Page of Ms Project Server 2010. The validation ought
to be done on clicking "Save" button.
Any help in this regard would be apppreciated.

The link mentioned by you ToonS is not acessible.
Here is the link:
http://msdn.microsoft.com/en-us/library/office/gg615466(v=office.14).aspx
Hope this helps,
Guillaume Rouyre, MBA, MVP, P-Seller |

Missing values of Enterprise Custom Field in Project Professional and Project Web Access

Hi all,
In Project Server 2010 SP2 we created a custom field called Iteration Path (without a lookup table).
We're in an environment where Project Server task data gets synched from TFS and we've mapped the Iteration Path from TFS to the Enterprise Custom Field in Project Server.
We've triggered synch of all synchronized work items from TFS to Project Server
Then, in the database we can see the Iteration Path values coming across
When I open these projects in Project Profssional, the entire column of Iteration Path is empty.
When I open these projects in Project Web App (from Project Center), the entire column of Iteration Path is empty.
When I open the master project which contains all these projects, no values are shown.
Any ideas what can be wrong?
I did already clear my cache, global.mpt, but nothing changed. We don't have this issue with other Enterprise Custom Fields that are mapped to TFS fields.
Cheers,
Bram
www.projectexpert.nu

Hi Bram,
In the 4th item, when you say "database", which one are you talking about? Project Server DB? Draft or reporting DB?
If the value are not showing up in Project Pro, it is no need to clean your cache, since the value are obviously not stored in the Project Server Draft DB. The issue is more likely to come from the TFS sync for this particular field. Do you have any logs
for the sync process? If your field in anyway different from the others, containing specific characters?
Hope this helps.
Guillaume Rouyre - MBA, MCP, MCTS

Content Search web part - Display Project Enterprise Custom Fields and Lookup Tables

My ultimate goal is to display a rollup table of our active projects (from PWA) on another site collection using the content search web part. I can return default properties (such as the project name, author and URL) fairly easily using the same basic steps
in the link below.
http://en.share-gate.com/blog/roll-up-sharepoint-2013-sites-using-search
My problem is that I want to also display information associated with each project from our PWA enterprise custom fields (such as risk, phase, etc.)
Because these custom fields do not appear to be site columns, I'm at a bit of a loss as to how this data is searched / indexed / mapped.
Is it possible to display PWA enterprise custom fields in a content search web part?

Hi Jennifer,
According to your description, my understanding is that you want to display PWA enterprise custom fields in a Content Search web part in SharePoint 2013.
As your active projects were from different site collection with the Content Search web part, you need to do a crawl for the content source, then create a managed property for the column in CA->Search Service Application->Search Schema. When you create
the managed property, select Searchable, Queryable, Retrievable. Then map it to the crawled property based on the custom column. You can find the crawled property by searching the name of the column in crawled properties.
More information, please refer to the link:
http://technet.microsoft.com/en-us/library/jj219667(v=office.15).aspx
I hope this helps.
Thanks,
Wendy
Forum Support
Please remember to mark the replies as answers if they help and unmark them if they provide no help. If you have feedback for TechNet Subscriber Support, contact
[email protected]
Wendy Li
TechNet Community Support

Project 2013 client does not show Project Online Enterprise Custom Fields

I have about 20 task level custom fields in my Project Online instance. When I open a project and edit a task using Project 2013 client, only a handful appear in the Custom Fields panel.
Question:
How do I expose all Enterprise Custom Fields to the Task Information - Custom Fields panel in Project 2013 client?

Quite a strange issue...
It could be interesting to test from another machine with another user profile. Have all the fields been created from PWA/server settings? Can you try to create a brand new field from there and test again?
Then also try to find out what is the specificity of the "end use" custom field which is displayed in the task information dialog box. Basically if 1 is working then the others should also work.
Hope this helps,
Guillaume Rouyre, MBA, MVP, P-Seller |

How do I read the enterprise custom fields in C#?

Hello,
At the moment I am stuck trying to read out an enterprise custom field in an office Addin for Project.
I know I can read out the custom fields for tasks like this and I am also able to get the project name.
app = this.Application;
//Custom field of a task
wbs = app.ActiveCell.Task.Text1;
//Project name
projectName = app.ActiveProject.Name;
But I don't know how I can read an enterprise custom field.
I am trying to get the red marked field from the screenshot
Thx for your help in advance

Hi Pascal,
Following code snippet should help you out:
MSProject.PjField customField = app.FieldNameToFieldConstant("SAP Project Code");
app.ActiveProject.ProjectSummaryTask.GetField(customField);
Hope this helps

How to use formula in enterprise custom field "Work" or "Cost"

Hi there,I am using MS Project 2010 and I am looking for a way to customize enterprise
custom field such as "Work" and "Cost" field where I was to use a formula (eg: Number1+Number2).
I came to know I need to use VBA to perform that task.Could anyone please suggest if there
is any way I could do that.I will really really appreciate your advice.Thanks in advance.

robeenclarke,
On the surface it might appear that it would be easy to look at the Start and/or Finish fields of a manual task and see that it is blank, but in reality it isn't so easy. The blank field you see is a view presentation only. Internally Project does in fact
have a default date in those "blank" fields and that's the date you see when you query the date using VBA. If the Start field of a manual task is blank, then internally both the start and finish dates of that task take on the Project Start Date.
If the Start field of a manual task has a date but the Finish field is blank, then internally the finish date is the same as the start date. And to make it even more interesting, the internal finish date of a manual task will track with the duration and/or
the Work field.
So the bottom line of this is, "what you see is NOT what you get". Certainly some assumptions could be made based on the above and those assumptions could be integrated into a macro to populate the "blank" Finish field but I wouldn't
say it would be foolproof. If you have some very defined characteristics for those tasks with a blank finish date (i.e. also no start date, and/or no duration, and/or no work), and those characteristics are consistent throughout your whole file, then a simple
macro could be developed.
With respect to the "If Not t is Nothing Then" statement. The purpose of that statement is to avoid a runtime error is the file has blank task lines. Some users like to visually separate parts of their plan by inserting blank task lines between
major sections, so a good practice when writing Project macros is to always include that statement in the loop.
Update: However, after writing all the above verbiage, I believe I may have a workaround. As it turns out, even though you can't directly query the Start and/or Finish field of a manual task, you can transfer that blank string to a text field and then query
that text field, so you can get there from here with an extra step.
Try this process. First customize the Text3 field with the following formula:
Text3 = [finish]
Now run this macro:
Sub SetFinishDate()
Dim t As Task
For Each t In ActiveProject.Tasks
If Not t Is Nothing Then
If t.Summary = False And t.Manual = True And t.Text3 = "" Then
t.Finish = t.Date1
End If
End If
Next t
End Sub
John

Delete Enterprise Custom Fields in Project Server 2010

Hello,
We have Project Server 2010, SP2, in SEM mode. We recently removed some legacy unused Project Level enterprize custom fields from system, and observed that, the fields are not visible via PWA System Settings, but still see them in Project Pro, Project Information
dialog and also available as a field that I can add it to a view.
I have already tried following:
- Clear the roaming profile (global.mpt) and exit out of Project Pro, and reconnect to Project Server... but still see those fields.
Any ideas, why we see it, and is there any additional steps we need to perfome to remove from Project Pro?
Please suggest.
Regards,
Kishore Dodda
Kishore Dodda

Hello,
They should have removed automatically. I have seen this before and carried out these steps:
http://pwmather.wordpress.com/2012/02/22/projectserver-2010-msproject-enterprise-global-custom-fields-out-of-synch-ps2010-ps2007/
Fully backup the system before doing this and test on a DEV / Test system first.
Paul
Paul Mather | Twitter |
http://pwmather.wordpress.com | CPS

Which web part allows me to insert Enterprise Custom Fields for the user to fill out?

I've seen this done but Im having a hard time finding the correct web part type that would allow me to do this.
Editing the web part looks like this: http://i.imgur.com/MnVd9bO.png

Hi,
The name of the webpart is Basic Info and can be found under Project Web App category
Hope this helps
Paul

Reporting on custom fields in Project 2013

I have created custom fields in project 2013 i.e. renamed "cost 1", "text 1" etc. for the fields I require. However when I go into reporting the fields are never there to select from. The fields dont have formulas, a couple
have look up tables but they are basic red/green/amber. I just need to know how I get a custom field to appear in the right hand field list when selecting fields to report on?

Hi MS713,
We would need more details. Do you use Project Server or just MS Project standalone? Did you created the enterprise custom fields from PWA/server settings? Did you populate some values for some projects and publish the projects? What type of reports are
you talking about? SSRS, OLAP Cube, Excel? Is it that you cannot see the custom fields or you see them but with no values?
Hope this helps,
Guillaume Rouyre, MBA, MVP, P-Seller |

In PWA, can I use a "Site Column" as "Custom Field" or vise versa?

Hello,
I am using PS 2013; I was wondering how/where "Custom Fields" are created? How there are related to the Site Column?
Can I create a site column and use it as a Custom Field?
Hope my question is clear ^_^

Hello,
As Guillaume has mention, there is no link between SharePoint site columns and Project Server custom fields, they are different entities used for different parts of the system. Site Columns are a SharePoint setting that can be used in the lists / libraries
on the SharePoint sites. Project Server custom fields are used by Project Server and not SharePoint. Project Server custom fields are created via the PWA > PWA Settings > Enterprise Custom Fields and Lookup Tables page. You can see a post
here on creating Project custom fields in the second half of this post:
http://pwmather.wordpress.com/2014/01/17/getting-started-with-projectonline-part-2-ps2013-office365-project-ppm-sharepointonline-pm/
Scroll down to the section starting with: "Before we look at creating custom fields lets have an overview.." for details on custom fields.
You can also create Project Server custom fields and lookup tables programmatically using the PSI / CSOM / JSOM if needed.
There are ways in which you can "sync" SharePoint columns with Project Server custom fields but this is not out of the box. You would need to look at developing your own solution or look for a 3rd party solution. Fluent Pro have a solution to sync
Look up tables with other sources such as a SharePoint list, see the Lookup Manager here:
http://www.fluentpro.com/project-server/other-products/products-for-project-server-2013/
If you just want Project Server data / fields to be available as a option for a list item on a SharePoint list, look at using the BCS, an example can be seen here:
http://blogs.catapultsystems.com/epm/archive/2010/11/02/adding-project-server-data-as-columns-to-sharepoint-sites.aspx
Hope that helps
Paul
Paul Mather | Twitter |
http://pwmather.wordpress.com | CPS |
MVP | Downloads

Read only custom field for particular user

Hi,
I have requirement to few enterprise custom field should be edited by only top management,Project manager and team member can only read the same field.
Like i have one custom enterprise baseline finish date,which need to update by only IT GM,and other staff can see only as read mode.
Hasan Jamal Siddiqui(MCTS,MCPD,ITIL@V3),Sharepoint and EPM Consultant,TCS
|
| Twitter

Hasan,
You have few options, based on the route you want to take"
1) You could control the "Visbility" of the fields, via using a feature like
Target Audiences .
However,this may not control the same custom field on the page based on user permissions.
2) Use JavaScript: https://badalratra.wordpress.com/2013/05/04/how-to-disable-pdp-custom-fields-using-javascript/
3) Jquery: http://epmainc.com/blog/locking-custom-fields-pdp-project-server-2013-using-jquery
4) Customization: https://epmxperts.wordpress.com/2014/01/20/secure-pdp-pages-as-per-project-server-security/
5) You could look into a third part product, by Fluent Pro: https://help.fluentpro.com/pdp_manager/start
I realize these may not be exactly what you need, but with some effort, I am sure you could modify the code and reuse.
Cheers,
Prasanna Adavi, Project MVP
Blog:
Podcast:
Twitter:
LinkedIn:

MS Project 2010: SQL Query Expansion to custom field

In a further forum topic I got the solution for searching for server admins approvals pending, not publisched projects and team members not sended times.
We defined a new enterprise custom field called "Status reporting" from type Flag (yes/no).
Can someone help me to expand the following MS SQL query get the state of "Status Reporting" in the solution table?
SELECT DISTINCT R.RES_NAME as [RESOURCE NAME], RB.RES_NAME STATUS_MANAGER, P.PROJ_NAME,A.TASK_NAME,
[STATUS] = Case TR.ASSN_TRANS_ACTION_ENUM When 0 Then
'Pending' When 1 Then 'Accepted' When 2 Then 'Rejected' End,
IS_PUBLISHED = CASE WHEN P.WPROJ_LAST_PUB >TR.ASSN_TRANS_SUBMIT_DATE THEN 'Yes' ELSE 'No' END,
TASKSTATUS = CASE WHEN AU.ASSN_UID IS NULL AND TR.ASSN_TRANS_ACTION_ENUM = 0 THEN 'Saved' ELSE 'Submitted' END,
BASELINED = CASE AB_BASE_NUM WHEN 0 THEN 'Yes' ELSE 'No' END
FROM MSP_ASSIGNMENT_TRANSACTIONS TR WITH(READPAST)
LEFT OUTER JOIN dbo.MSP_CONVERSIONS C ON ((C.CONV_VALUE =
TR.ASSN_TRANS_ERROR_ENUM) AND (STRING_TYPE_UID = 'A16A340A-4AD1-4F62-880C-564C45021502'))
LEFT OUTER JOIN MSP_ASSIGNMENTS_SAVED A WITH(READPAST) ON TR.ASSN_UID = A.ASSN_UID
LEFT OUTER JOIN MSP_ASSIGNMENTS_SUBMITTED AU WITH(READPAST) ON TR.ASSN_UID = AU.ASSN_UID
LEFT OUTER JOIN MSP_ASSIGNMENT_BASELINES AB WITH(READPAST) ON TR.ASSN_UID = AB.ASSN_UID AND AB.AB_BASE_NUM = 0
LEFT OUTER JOIN MSP_PROJECTS P ON A.PROJ_UID = P.PROJ_UID
LEFT OUTER JOIN MSP_TASKS_SAVED TA ON TR.TASK_UID = TA.TASK_UID
LEFT OUTER JOIN MSP_PROJECT_RESOURCES R ON A.RES_UID = R.RES_UID AND R.PROJ_UID = P.PROJ_UID
LEFT OUTER JOIN MSP_PROJECT_RESOURCES RD ON
TR.ASSN_TRANS_DELEGATEE_RES_UID = RD.RES_UID AND P.PROJ_UID = RD.PROJ_UID
LEFT OUTER JOIN MSP_RESOURCES RD1 ON TR.ASSN_TRANS_DELEGATEE_RES_UID = RD1.RES_UID
LEFT OUTER JOIN MSP_PROJECT_RESOURCES RS ON
TR.ASSN_TRANS_SUBMITTER_RES_UID = RS.RES_UID AND P.PROJ_UID = RS.PROJ_UID
LEFT OUTER JOIN MSP_RESOURCES RS1 ON TR.ASSN_TRANS_SUBMITTER_RES_UID = RS1.RES_UID
LEFT OUTER JOIN MSP_RESOURCES RA ON TR.ASSN_TRANS_APPROVER_RES_UID = RA.RES_UID
LEFT OUTER JOIN MSP_RESOURCES RB ON A.WRES_UID_Manager = RB.RES_UID
LEFT OUTER JOIN PS_TestFarm01__Prodcp20130606_Reporting.dbo.MSP_EpmResource mer on A.WRES_UID_Manager=mer.ResourceUID
Murol

Hello Paul,
great, it works. I inserted:
Statusreporting =
CASE PV.[Status
Reporting] WHEN 1
THEN
'Yes'
ELSE
'No'
END
LEFT OUTER JOIN PS_TestFarm01__Prodcp20130606_Reporting.dbo.MSP_EpmProject_UserView PV
ON PV.ProjectUID = P.Proj_UID
The first line I understand a little bit but I don't understand
PV.[Status Reporting]
But, the second line "LEFT OUTER ...", I doesn't understand
Many thanks and kind regards
Peter
Murol

How to find Project Level Text Custom Fields in Project Server 2010 databases?

Hello,
We are using Project Server 2010 SP2 in SEM Mode. We are planning to use Project Level Local Custom fields and we want to pull them in reports using SSRS, so I am wondering which table these "Local" (non enterprise) custom fields are stored in
database.
Any suggestions?
Regards,
Kishore Dodda
Kishore Dodda

Hi,
Please see this
similar thread about reading local custom fields though the PSI.
Hope this helps,
Guillaume Rouyre, MBA, MVP, P-Seller |

How do I change custom field description and name on the project fields PDP

I'm creating a custom PDP for a workflow process and I need to add the folloiwng fields "Project Name" and "Description"
When I try to create Project Name custom field under server settings I get the following message "The custom field name cannot match the name of any intrinsic fields."
So I went to the PDP web part Project fields and I found a field named " Project Name". I added it to the Proejct Fields web part, but it displays as "Name".
How can I change this field that's out of the box? I don't see "Project Name" and "Description" under server settings > Enterprise Custom Fields and Lookup Tables to modify them.
Thank you

Hi there,
Project Name & description fields are internal fields in project server which you cannot view in Enterprise custom fields in PWA. You will not be able to create with the similar name. There is no way to change these fields as far as I know.
I would suggest to have the new fields name something like Project_Name/ ProjName or Project_Description/ProjDescription .
Hope that helps.Thanks, Amit Khare |EPM Consultant| Blog: http://amitkhare82.blogspot.com http://www.linkedin.com/in/amitkhare82

Rename enterprise custom fields

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