Add a Source Field to the Workflow Table

Use these steps to add a source field to the workflow table in the database. After the field has been added, you can then add it to a form. See Process for Adding Fields to a Form for more information.

To add a source field to the workflow table, complete the following steps:

1. On the Navigation menu, click Administration » User-Defined Data.

   Alternatively, you can access User-Defined Data by clicking the Add New Source Field button on the Workflow Type Configuration toolbar.

2. On the User-Defined Data form, select Area » All Workflows.

3. On the Source Fields tab grid toolbar, click Insert to display a new row.

4. Click Move Up or Move Down as needed to reposition the line.

5. Enter or select the necessary values. See Source Fields Tab for more information on the available fields.

   PM Compass does not support any Open Plan user-defined field names that starts with an underscore ("_")

6. Click Save.

7. NEXT STEP: Use Workflow Type Configuration to add a source field to a form. Impact on Product Performance of Adding Many Fields

What do you want to do?

Delete a source field from the workflow table

Add a source field to a form

Add a source field to the Schedule Analysis view

Add a source field to the Cost Analysis view

Add a source field to the Resources tab

Add Note categories to the Notes tab

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