1. On the Tools menu, point to Customize, click Enterprise Fields, and then click the Custom Fields tab.
2. Click Task or Resource, and then click the type of field you want to customize in the Type box.
3. In the Field list, click the field you want to customize.
4. To save a custom field with another name, click Rename, type a new name for the field, and then click OK.
5. Under Custom attributes, click Formula.
6. Under Edit formula, enter the formula you want to apply to the custom field using a combination of the following methods:
   • To use a known formula, type the formula in the Edit formula box.
   • To build a formula using a standard set of operators, click the operator buttons you need.

     The formula can operate on referenced fields, functions, or literal data.

   • To reference another field in the formula, click Field, point to a field type, and then click the name of the field you want to reference.

     To reference an existing custom field, point to a field type, point again to a custom field type (such as Custom Date or Custom Finish), and then click the custom field you want.

   • To use a function in the formula, click Function, point to a function type, and then click the function you want.

     Each function includes placeholder arguments that you can replace with the fields and values you want to use.

   • To use an existing formula, click Import Formula, and then select the open project, field type, and name of the custom field whose formula you want to use or append to any formula currently displayed in the Edit formula box.

   Notes

   • To quickly work with a specific custom field, you can right-click its field heading in a sheet (sheet: A spreadsheet-like representation [in rows and columns] of task or resource information. Each row specifies an individual task or resource. Each column [field] specifies a type of information, such as start dates or standard rates.) view, and then click Customize Fields. The custom field and its attributes are preselected in the Field list.
   • Custom fields that contain value lists, indicators, or formulas cannot be used in the Task Usage or Resource Usage views.
   • Enterprise fields can be customized at the project level, but you can also automatically display enterprise custom field values in summary rows by specifying that summary rows be rolled up from subtask values.

1. On the Tools menu, point to Customize, click Enterprise Fields, and then click the Custom Fields tab.
2. Click Task or Resource, and then click the type of field you want to customize in the Type box.
3. In the Field list, click the field you want to customize.
4. To save a custom field with another name, click Rename, type a new name for the field, and then click OK.
5. Under Custom attributes, click Value List.
6. To create a new value list, click the Value field in a row, and then type an item that should appear in the value list.
7. To display descriptive text alongside the value list, type a description in the Description field.
8. Repeat step 6–7 for each value you want to add.
9. To set the default value for the custom field, click the value you want, select the Use a value from the list as the default entry for the field check box, and then click Set Default.
10. To allow new values to be added to the value list, click the options you want under Data entry options.

    You can restrict data entry to the items in the value list, or you can allow the addition of items while data entry is in progress. You can also prompt the data entry operator to confirm the addition of a new item to the list.

    Note  The option to allow new values to be added to the value list is not available for enterprise fields.

11. To edit a value list, you can do the following:
    • To rearrange or modify the value list, click the row you want, and then click Cut Row, Copy Row, Paste Row, Insert Row, or Delete Row, as needed.
    • To arrange the list in a specific order, click the row you want to move, and then click the Move arrows (up or down) until you've positioned the row correctly.
    • To sort the list, under Display order for dropdown list, click By row number, Sort ascending, or Sort descending.
    • To restrict data entry to the values in the list, click Restrict field to items in the value list under Data entry options.
    • To allow items not in the value list to be entered in the field during data entry, click Allow additional items to be entered into the field under Data entry options.
    • To add new items to the value list during data entry, select the Append new entries to the value list check box under Data entry options.

      Note  The option to allow new values to be added to the value list is not available for enterprise fields.

    • To require the data entry operator to confirm that a new item is being added to the list, select the Prompt before adding new entries check box under Data entry options.

Notes

• You must close and re-open the Value List dialog box for Sort ascending or Sort descending to take effect.
• When you close the Value List dialog box, your selection of Sort ascending or Sort descending overrides any arrangement with the Move arrows.
• Enterprise fields can be customized at the project level, but you can also automatically display enterprise custom field values in summary rows by specifying that summary rows be rolled up from subtask values.

1. On the Tools menu, point to Customize, click Enterprise Fields, and then click the Custom Fields tab.
2. Click Task or Resource, and then click the type of field you want to customize in the Type box.
3. In the Field list, click the field you want to customize.
4. To save a custom field with another name, click Rename, type a new name for the field, and then click OK.
5. Under Values to display, click Graphical Indicators.
6. Under Indicator criteria for, click Nonsummary rows, Summary rows, or Project summary.

   If you don't want summary rows or the project summary to inherit test criteria, deselect the corresponding check box.

7. In the Test for field, type or select the test you want to apply to the custom field.
8. In the Value(s) field, type or select the value that the test should compare to the value in the custom field.

   To compare the value in the custom field with specific data (such as 25) or a range of data (such as 25,50), type the data in the Value(s) field.

9. In the Image field, select the graphical image you want to display as a result of the test.
10. Repeat steps 7–9 for each test you want to apply to the custom field.
11. Arrange the rows in the order you want the tests applied to the data in the custom field:
    • Click the Move arrows (up or down) to rearrange the rows.
    • Click Cut Row, Copy Row, Paste Row, Insert Row, or Delete Row to modify the list of tests as needed.

Note  By default, the data in the Value(s) field appears as a ToolTip on the custom field. If you do not want to display ToolTips, you can clear the Show data values in ToolTips check box.