Configure task user data

You can configure task user data fields to capture additional information for tasks.

Introduction of task user data

User data is the set of custom fields that can be defined for various Project Management entities. User data fields can be used to capture data not covered by the default project/task information fields, such as a cross-listing of the task to a specific process or deliverable identifier when coordinating with major vendor implementation methodologies. These fields are accessed through the User Data tab in the Task Details page. Required user data is enforced when the Task Details page is opened. If no user data has been defined for a particular entity, the tab does not appear. Field-level security configured for task user data is not enforced.

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Configure task user data

You configure the task user data fields in the PPM Workbench.

To configure task user data:

  1. Log on to PPM.

  2. From the menu bar, select Open > Administration > Open Workbench.

  3. From the shortcut bar of the PPM Workbench , select Navigate > Configuration > User Data.

  4. In the User Data Workbench window, from the User Data Type drop-down list, select Task User Data.

  5. Click List.

    The Results tab opens with the task user data type loaded.

  6. Select the task user data and click Open.

  7. In the User Data Context: Task User Data window, click New.

  8. In the Field: New window, configure the new field as required. You can configure up to 100 fields.

    For more information on configuring fields and validations, see the Commands, Tokens, and Validations Guide and Reference.

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