I'd like to add additional fields to track for existing and new projects. These fields are a mix of text entry and drop down. How do I add new fields to projects? Is the process similar to add new fields to resources?
If you want to add new fields to projects, then you will need to create new attributes, on the Project object in PPM, post which you will need to add them to the project object's view, in order for these new attributes to be visible to the user on the front end.
For this you will need the PPM Studio access, through the PPM administration menu.
Access the Project object, from the Adminstration >> Studio >> object menu:
Click on the new button, to create new fields / attributes on the object:
Field could be created of any data type as available:
Post creation, these fields could be added to the respective views of the project. If the fields are to appear, during creation of a project - Create View. Or, if these fields are to appear during editing a project - Edit view. Additionally, if the fields are to appear in any listing, then list view:
If you wish to add fields on the NEW UX, then you could do it through the blueprint template.
Hope this helps.
Thank you! This worked. Appreciate the help.
According to best practices, if there are plenty of custom attributes to be created, it would be advisable to create a custom object with the Master object as Project.
Thank you for the heads up! I'll look into that too before adding the custom attributes.
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