Add a Source Field to the Resources Tab

Use this procedure to add one or more source fields to the Resources tab. The fields are added to the Resources tab in the following locations:

• Schedule Analysis view

• Change Details view

• Enter Schedule Progress form

• Approve Schedule Progress form

Before you begin, make sure that all users exit the scheduling tool (for example, Open Plan).

To add a source field to the Resources tab:

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

2. On the User-Defined Data form, click Area » Schedule.

3. On the Source Fields tab, click Insert to add a new row at the bottom of the grid.

   You can add a maximum of 10 fields per character type.

4. In the Table column of the new row, select the Resource Assignment table.

5. Select a field name and enter a label.

   PM Compass only supports user-defined fields that begin with "USER_".

6. Click Save.

Learn more about...