Entity User Fields

Overview

Use Entity User Fields to enter and track informational data about projects. This information is not used to process any transactions. You can use them to track information together with the associated validation and display rules that let you lookup and categorize information for specific projects in Project Console. After you define an entity type, you must enter the details in Project.

Creating an Entity User Field

Select Administration | Setup | Entity User Fields.

Click Find  to select the Project Entity Type.  Click OK.

Each row represents a single user field. You can create an unlimited number of user fields.

Type a description for the user field in the Description column.

In Console Description, type a column label for the user field, to be used in consoles. The default value is the first 20 characters of the Description. You may override the default value.

(Optional) Type an additional description for the user field in Optional Description.

In Sequence, specify the order in which the user fields sort when the user creates the user-defined information.

Note: The grid sorts first by Sequence and then by Description.

In Data Type, specify the kind of data the user field accepts. You cannot change this value if data already exists for the user field on the Other Information tab in Project. Values include the following:

Code Type – allows use of code types, as defined in Code Type.

Text – allows use of alphanumeric characters, including special characters.

Number – allows use of numeric characters only, including decimals.

Date – allows use of dates, and the use of Calendar .

Integer – allows use of whole numbers only. For example, “1” and “2” are allowed, but “1.5” is not allowed. Additionally, you can set minimum and maximum values.

Project – allows use of project IDs, as seen in Project ID Lookup.

Customer – allows use of customer IDs, as seen in Customer Lookup.

Vendor – allows use of vendor IDs, as seen in Vendor Lookup.

Resource – allows use of resource IDs, as seen in Resource Lookup. This includes team members.

Checkbox – allows the use of check boxes.

In Length/Decimals, specify the maximum length of text if this is a Text data type. Or, specify the maximum number of decimal positions if this is a Number data type. The value that you specify must be greater than zero (0) and less than or equal to 256 for Text data type. For Number data type, the value that you specify must be greater than or equal to zero (0) and less than or equal to 38.

In Code Type, specify one of the following valid values: Entity Type, Data Type, Maintenance Source, County, or Township. This is required if you specified Code Type in Data Type. You cannot change this value if data already exists for the user field on the Other Information tab in Project.

In Min Value, specify the lowest number value that is valid. This is available for Number or Integer data types. If you specify a value, the number or integer that the user enters must be greater than or equal to the specified Min Value.

In Max Value, specify the highest number value that is valid. This is available for Number and Integer data types. If you specify a value, the number or integer that the user enters must be less than or equal to the specified Max Value.

In Min Date, specify the oldest date that is valid. This is available for Date data types. If you specify a value, the date that the user enters must be greater than or equal to the specified Min Date.

In Max Date, specify the newest date or date furthest into the future that is valid. This is available for Date data types. If you specify a value, the date that the user enters must be less than or equal to the specified Max Date.

Click to select the Required check box if the user must specify a value for the user field. This default for this check box is cleared.

In Console Column Number, you must specify a number so that the user field appears in Project Console. The number also determines in what order the columns appear. The value must be unique across all user fields.

Click to select the Active check box if the user field should be displayed on the Other Information tab in Project. This default for this check box is selected.

Click Save to save the current entity user fields.