Use the User Field Mapping view to designate what source fields are available as user fields in the workflow process.
You can designate fields that will be available as user fields in the workflow and alerts.
When using the User Field Mapping view, it is important to keep in mind the following points:
When you first access this view, the Default Project Template is used to identify fields designated as user fields. Additional codes can be identified as user fields using this view. The Default Project Template is applicable only to the Cobra cost system.
When data is imported from an external system, this view is used to identify other code fields to be used as user fields.
If the fields in a source product, such as Cobra or Open Plan, contain a user field, you must add the user field to this grid before it can be used in workflow or in the assignment mapping grid.
When you select Activity in the Table field, only user character fields are supported, not code fields.
This grid displays the user field labels, list of tables, and the user fields that are available.
Field Name |
Description |
User Field Mapping |
Click the drop-down arrow to display the following options:
|
Insert |
Click this button to add a new row to the User Field Mapping grid. The new row is created below the current row. |
Delete |
Click this button to delete the selected row from the grid. |
Field Name |
Description |
Table |
Use this field to select a table. Your options are:
You can sort a column by clicking the column header. |
Field |
Use this field to select a field from the list. |
User Field Label |
Use this field to enter the label that will be displayed in the user field lists in PM Compass. |
When you are labeling user-defined fields and mapping user fields, you should not use the same label. Label the activity user field Activity Assignee or Act CAM. Otherwise it will be difficult to interpret the assignment mapping grid.
Identify source fields in User Field Mapping