This procedure helps you check if your field already exists in User-Defined Data. When you access the form, the Area field and all grids are empty and disabled. You need to select a value from the Area drop-down list to enable them or populate the grids with existing values.
For more information, see User-Defined Data Overview.
To view all available fields:
On the Navigation menu, click Administration ยป User-Defined Data.
On the User-Defined Data form, in the Area drop-down list, select the functional area with the field or tab (if you select Projects) for the grid you wish to view. The corresponding tab(s) and grid become enabled and are populated with existing records.
Select All Workflows to enable both the Custom Fields and Source Fields tabs.
Select Cost only to enable the Custom Fields tab.
Select Projects to enable both the Tabs and Custom Fields tabs.
Select Schedule only to enable the Custom Fields tab.
Click the tab containing the field that you want to check.
Click the Tabs tab to display the available list of standard and custom tabs on the Projects form.
Click the Custom Fields tab to display the available list of custom fields for data entry in PM Compass.
Click the Source Fields tab to display the available list of source fields, which are reference fields that gather data from project, control account, work package, and activity tables and then place them in a workflow.