Forum Discussion
Fadyef
Feb 07, 2023Copper Contributor
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
Fadyef
Feb 07, 2023Copper Contributor
Thank you Dale for your prompt reply. Would you please elaborate more the department solution?
Feb 07, 2023
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.
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.
- FadyefFeb 07, 2023Copper ContributorSuperb!
Thanks Dale- Feb 07, 2023You are more than welcome for the help, my friend! 🙂