User Field Mapping Overview

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.

Note

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: Print — Select this option to display the Print Preview form with the grid’s contents displayed. Export to Excel — Select this option to display the Microsoft Excel application with the grid’s contents displayed.
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	Select a table from the drop-down list: Control Account Work Package Project Schedule Project Code file validating control account field 1 Code file validating control account field 2 Code file validating control account field 3 Activity — When you select this table, only user character fields are supported, not code fields. You can sort a column by clicking the column header.
Field	Select a field from the drop-down list.
User Field Label	Enter the label that will be displayed in the user field lists in PM Compass.