Configuring the Default Value for a Custom User Field

To configure the default value for a custom user field:

1. If the Field: <Field Name> window is open, skip to step 8, otherwise, continue to step 2.

2. Log on to PPM.

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

   The PPM Workbench opens.

4. From the shortcut bar, select Configuration > User Data.

   The User Data Workbench opens.

5. Click List.

   The Results tab lists the available user data types.

6. In the User Data Type column, double-click Program User Data.

   The User Data Context: Program User Data window opens to the Fields tab.

7. On the Fields tab, double-click the row that displays the field for which you want to configure a default value(s).

   The Field: <Field Name> window opens to the Attributes tab.

8. Click the Default tab.

   

9. Enter the following information:

   1. To indicate that the field is to have a default value, in the Default Type list, do one of the following:

      • To specify that the field default is to be a constant value, select Constant.

      • To specify that the field default is to have no default, select None.

   2. If you specified a constant default type, then in the Visible Value list, select the constant value.

10. Do one of the following:

    • Continue to configure the new custom field.

    • To save the custom field and close the Field window, click OK, and then, in the User Data Context window, click OK.