Project Fields Policy

The Project Fields policy controls which fields are available for entry and viewing in the project work plan. To make sure you take full advantage of Project Management, some options are always selected.

Options in this policy are described as follows.

Option

Description

Allow project managers to override these settings? Whether or not project managers can edit this policy in their projects.

Schedule Fields section

Scheduled Start

The scheduled start for a task. It is always selected.

Scheduled Finish

The scheduled finish for a task. It is always selected.

Scheduled Duration

The scheduled duration for a task. It is always selected.

Scheduled Effort

Allows you to specify scheduled effort per task. This option is controlled by the Cost and Effort policy.

Actuals Fields section

% Complete

The amount of the task that has been completed. It is always selected.

Actual Start

The date when work on the task actually begins. It is always selected.

Actual Finish

The date when work on the task actually ends. It is always selected.

Actual Duration

The actual duration of the task, calculated based on the Actual Start and Finish.

Actual Effort

Allows you to specify actual effort values for each task. This option is controlled by the Cost and Effort policy.

Estimated Remaining Effort

Allows you to specify an estimated remaining effort value for each task. This option is controlled by the Cost and Effort policy.

Estimated Finish Date

Allows you to specify an estimated finish date for each task.

Additional Fields section

Service

Allows you to track, categorize, and analyze business services for a task.

To use this option, Service and PFM Project field groups must be included in the request type you selected in the Request Types Policy.

is required

Allows you to make the Service field a required field.

Activity

Allows you to assign an activity to a task; used primarily for cost capitalization.

Role

Allows you to specify a role for each task.

Milestone Display section

Major Milestones

Allows you to identify tasks as "major milestones" that appear on the Project Overview page.