The User-Defined Data form allows you to add, delete, or view custom tabs, standard tabs, custom fields, and source fields that Deltek PM Compass uses.
For more information, see User-Defined Data Overview.
Select one of the following areas from this drop-down list:
All Workflows
Cost
Projects
Schedule
Once you select the area, the contents of the tabs become populated with corresponding data.
Use this tab to display or modify the available list of standard and custom tabs on the Projects form.
Use this tab to display or modify the available list of custom fields for data entry in PM Compass. See Custom Fields for more information on this field type.
Use this tab to display or modify the available list of source fields, which are reference fields that gather data from project, control account, work package, and activity tables and then place them in a workflow. See Source Fields for more information on this field type.
Add a custom field to a workflow table
Add a source field to a workflow table
Add a custom field to the Projects form
Add a custom tab to the Projects form