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Planview Customer Success Center

Field Administration

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Field Management
Create and manage custom fields necessary for the specific needs of the organization.
Pages: 15
  • Field Administration version 14
    This article provides an overview of administration of fields, and contains links to detailed administrative procedures for working with them. This article applies to Planview Enterprise 14.
  • Customizable Fields (Introduction)
  • Manage Fields version 14
    This article links to a collection of articles on day-to-day management of custom fields. This article applies to Planview Enterprise 14.
  • Usage Types and Field Types
    This article describes the types of fields and usage types for fields. This article applies to Planview Enterprise 14.
  • Reviewing Customizable Fields
    This article describes the Review Customizable Fields screen, which displays a list of the custom fields and the system's standard customizable fields.
  • Review Customizable Fields
    This article goes over how to access the field administration screen and the types of information that can be customized. This article applies to Planview Enterprise 14.
  • Configure Display Settings for a Field
    This article tells administrators how to configure the display settings for a custom field. This article applies to Planview Enterprise 14.
  • Create or Modify Custom Fields
    This administrative article explains how to create and edit custom screen fields. This article applies to Planview Enterprise 14.
  • Creating Custom Fields
    This article explains how to create custom fields to define a text, long-text, date/time, currency, or numeric field so your organization can collect information about one of the primary entities (projects, resources, requests, products, and so on).
  • Create a Custom Field - Advanced
    This article provides in-depth information about creating a custom field. This article applies to Planview Enterprise 14.
  • Define a Field
    This article explains how to define the attributes of custom fields. This article applies to Planview Enterprise 14.
  • Configuring the Lifecycle Administrator Field
  • Modifying Customizable Fields
    This article explains how to customizable fields to define criteria, such as the field's name or whether the field should be required or displayed only at the primary planning level (PPL).
  • Configure the Display Settings for a Field
    This article shows how to configure the display settings for a custom field or alternate structure. This article applies to Planview Enterprise 14.
  • Understand Business Rules and Best Practices for Fields
    This article goes over some important business rules and best practices for creating and working with fields. This article applies to Planview Enterprise 14.
Field Management: For More Information
Supplementary information for Field Management.
Pages: 1
  • Fields FAQ
    These frequently asked questions cover custom fields and alternate structures. Sign in to access this FAQ article.
Microsoft Project Field Mappings
Define and control how data in Planview Enterprise corresponds to data in Microsoft Project.
Pages: 4

Content

Customizable fields are data elements defined by your organization to collect information about one of the primary entities. A customizable field is either a custom field you create or a standard Planview Enterprise field that you may modify to some degree.