Configuring Task User Data

Configuring 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.

User data fields are configured in the PPM Workbench.

  1. Log on to PPM.

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

    The PPM Workbench opens.

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

    The User Data Workbench window opens.

  4. Select Task User Data from the User Data Type drop-down list.

  5. Click List.

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

  6. Select the task user data and click Open.

    The User Data Context: Task User Data window opens.

  7. Click New.

    The Field: New window opens.

  8. Configure the new field as desired.

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