Add a User-Defined Field

Use the Time Settings Options form to add user-defined fields (UDFs) to timesheets.

To add a user-defined field to a timesheet:

  1. In the Navigation pane, select Settings > Time > Options.
  2. In the User Defined Field grid of the Options form, select the Active check box for each field type that you want to add to the timesheet.
    If you modified your personal left grid settings on your timesheet, you will not automatically see an active UDF. You need to adjust your left grid settings on your timesheet to include the active UDF.
    If you want to: Do this:
    Add a drop-down choice list Select the Dropdown field type.
    Add a field for numeric value input Select the Numeric field type.
    Add a field for text value input Select the Memo field type.
  3. In the Caption field, enter text for the field. This is the name that users see for the column in the timesheet.
    If you use multiple languages, you must enter the caption in each different language that you use. To do this, log in to Vantagepoint in each language that you have enabled, and enter the text in the Caption field in the language that you logged in with.
  4. Select the Required check box to specify that an entry is required in the field for timesheet users.
    User-defined fields are not available for calendar time entries. Therefore, making any UDF a required field prevents the use of calendar time entries.
  5. Click to open the Field Settings dialog box, on which you can specify the values to appear in the user-defined field.
    For more information, see Field Settings Dialog Box.
  6. On the Options form, click Save.