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Fadyef's avatar
Fadyef
Copper Contributor
Feb 07, 2023

How to assign Enterprise Custom Fields in Project Online to Enterprise Project Type

Hi Folks,
How to assign Enterprise Custom Fields in Project Online to Enterprise Project Type, not all the Types?

Thanks

  • Fedyef --

    One approach would be to create PDPs (Project Detail Pages) that include the specific fields you want for each EPT. When you create an EPT, select only the PDPs used for that EPT.

    Alternatively, you could also consider using the Project Departments field and tie specific fields to specific Project Department values. There are a couple of options for you. Perhaps the others in this group will have some other ideas for you as well. Hope this helps.
    • Fadyef's avatar
      Fadyef
      Copper Contributor
      Thank you Dale for your prompt reply. Would you please elaborate more the department solution?
      • Fadyef --

        The Project Departments feature is used to restrict specific custom fields to a specific department. For example, suppose that I create 4 custom fields that are specific to the Finance department. When a new project is created for a Finance project (Project Departments value = Finance), then those custom fields will be visible to the project manager. However, when a new project is created for the IT department (Project Departments value = IT), the four Finance fields will NOT be visible to the project manager.

        So, you MIGHT be able to use the Project Departments approach in your situation, but it all depends on how you are setting up your Project Online system. Hope this helps.

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