Customize field lists

You can create, rename, and delete user-defined field lists.

Overview of lists

  • A list contains items (or values) that you can enter in a project entity field.

  • A list can contain several levels of sub-items.

  • You can associate a list with a field. See Customize project entities.

  • If you are working with a template project, lists defined in the template project are applied to the linked projects when you apply the template customization.

    If you are working with a project that is linked to a template project, you cannot modify, rename, or delete user-defined lists that are defined by the template project.

Example: The selection list for the Languages user-defined field may contain the values English and European Languages. The item English can contain a sub-list with the values English (Australia), English (Canada), English (Great Britain), and English (US).

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Create a list

You can create a list to be assigned to one or more fields.

To create a list:

  1. In the Project Customization window, in the left pane, click Project Lists.

  2. Click New List. Enter a name for the new list and click OK.

    The maximum length of the name is 2000 characters.

  3. To add an item to the new list or to an existing list, select the list name and click New Item, enter a name for the item, and click OK.

    Note: If a list is to be used in a field that supports multiple selection, do not use a semi-colon ";" as part of the list items. For details on multiple value fields, see Customize project entities.

  4. To create a sub-item, select an item and click New Sub-Item. Enter a name for the sub-item and click OK.

  5. Click Save to save your changes to the Project Lists page.

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Rename lists, items, or sub-items

You can rename user-defined lists, and system and user-defined items or sub-items.

You cannot change some system list items. For example, the Y and N items in the YesNo list. For details on system items that cannot be changed, see List items that should not be changed.

To rename a list:

  1. In the Project Customization window, in the left pane, click Project Lists.

  2. Select a list.

  3. Click Rename List, enter a new name for the list, and click OK.

  4. Click Save to save your changes to the Project Lists page.

To rename an item or sub-item:

  1. In the Project Customization window, in the left pane, click Project Lists.

  2. Select a list. Select an item.

  3. Click Rename Item, enter a new name for the item, and click OK.

  4. Click Save to save your changes to the Project Lists page.

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Delete lists, items, or sub-items

You can delete user-defined lists, and system and user-defined items or sub-items.

You cannot delete a user-defined list that is being used as a lookup list for a field.

You cannot delete some system list items. For example, the Y and N in the YesNo list. For details on system items that cannot be changed, see List items that should not be changed.

To delete a list:

  1. In the Project Customization window, in the left pane, click Project Lists.

  2. Select a user-defined list name and click Delete List.

  3. Click Yes to confirm.

  4. Click Save to save your changes to the Project Lists page.

To delete an item or sub-item:

  1. In the Project Customization window, in the left pane, click Project Lists.

  2. Select a list. Select a list item and click Delete Item.

  3. Click Yes to confirm.

  4. Click Save to save your changes to the Project Lists page.

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See also: