User-Defined Data Overview

The User-Defined Data form helps you customize PM Compass by adding new fields to the database tables. It allows you to define custom tabs, standard tabs, custom fields, and source fields.

New workflow types are imported into the database during the PM Compass upgrade process. A workflow type will not import if standard user-defined fields have been removed or changed in User-Defined Data.

The User-Defined Data form allows you to perform the following tasks, among other things:

Area

The Area field defines the area in the product to which the new field is added.

Area	User-Defined Data Form tabs enabled	When would you use this area?	Related Topics
All Workflows	Custom Fields tab Source Fields tab	I want to add custom and/or source fields to a form.	Adding and Removing Fields on a Form
Cost	Source Fields tab	I want to: Add source fields to the Cost Analysis form. Add a control account or work package note category.	Add a Source Field to the Cost Analysis View Add Note Categories to the Notes Tab
Projects	Tabs tab Custom Fields tab	I want to add tabs or custom fields to the Projects Form View.	Add a Custom Tab to the Projects Form Add a Custom Field to the Projects Form
Schedule	Source Fields tab	I want to: Add source fields to the Schedule Analysis form. Add source fields to the Resources tab. Add an activity note category.	Add a Source Field to the Schedule Analysis View Add a Source Field to the Resources Tab Add Note Categories to the Notes Tab Un-Rotated Code or User Field on the Activity Table

User-Defined Data Form Tabs

Depending on the area selected, one or more of the following tabs are enabled:

User-Defined Data Toolbar

All of the tabs share the same toolbar, which includes a Save and Help button.

Open Plan Filename

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

Before you begin, learn about...

Adding and removing fields on a form

Form Designer

The impact of adding too many fields to the workflow table

Un-rotated codes or user fields on the activity table

What do you want to do?

Remove a custom field from a form

Modify properties of a field or tab

Add users to a workflow using User-Defined Data

Learn more about...