Creating custom Enterprise fields

Custom fields can be used for many purposes. For example, your organization may want to set up a custom field for Project Status and assign values such as Proposed, Awarded, In Progress, and Completed. Or, if your organization opts to use generic resources and wants to be able to match the skills of a generic resource with a real resource that possesses those skills, you can create a custom field and establish a value list for the field where each value represents a set of skills. Once you assign the appropriate value to each resource by using the custom field, you can use the code to match skills that are required by generic resources with skills that are possessed by real people when project managers run the Team Builder.

In Chapter 20, you can find an example where I used an enterprise resource custom outline code with the Team Builder to substitute real resources for generic ones.

You set up enterprise custom fields and outline codes essentially the same way that you set up custom fields, as I describe in Chapter 23, and custom outline codes, as I described in Chapter 7, but you use a different dialog box and a special project. In the following example, I create an enterprise resource multivalue custom field that includes a lookup table. An enterprise resource multivalue field enables you to assign more than one value for the field to a resource. The skill set field, which I described in the preceding paragraph, is one example where you would create a multivalue field. It would enable you to assign, using only one custom field, skills, such as Computer Programming and Database Administration, to the same resource. In one of the case studies that you find in Chapter 27, the company used an enterprise resource multivalue field to identify the machines on which a resource was certified. In my example, I define a multivalue field for Languages. This field is useful if you need to identify the languages that your resources speak when making resource assignments.

New \ Enterprise resource multivalue custom fields, new to Project 2003, are a very pow-Feature erful addition.

See Chapter 23 for more details about creating custom fields and Chapter 7 for more information about creating custom outline codes.

1. Open Project Professional, and make sure that you connect to the Project Server database.

2. Choose ToolsOEnterprise OptionsOOpen Enterprise Global to open the Enterprise Global template code. Project displays the Checked-out Enterprise Global template (see Figure 19-24).

2. Choose ToolsOEnterprise OptionsOOpen Enterprise Global to open the Enterprise Global template code. Project displays the Checked-out Enterprise Global template (see Figure 19-24).

Figure 19-24: The most obvious difference between regular projects and the Checked-out Enterprise Global template in Project Professional is the title bar.

Note While the Checked-out Enterprise Global template looks like other projects, if you poke around, you find that certain commands, such as the Build Team from Enterprise command, are disabled.

3. Choose ToolsOCustomizeOEnterprise Fields. You see the Customize Enterprise Fields dialog box, as shown in Figure 19-25.

Customize Enterprise Fields

Custom Outlne Codes

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Custom Outlne Codes

CLUtlns Cede C Task Resource * Protect

Enterprise Resource Outlne Code 18

J

Enterprise Resource Outline Code 19

Enterprise Resource Outline CodeZZ

Enterprise Resource OutSne Code23

Enterprise Resource Outline Code24

1

Enterprise Resource OutSne CodeZS

Enterprise Resource Outline Code26

J

Enterprise Resource OutSne Code27

M

Enterprise Resource Outline Code28

Enterprise attritutei f" Share anötter code's lookup tatte:

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Rename.

Enterprise attritutei f" Share anötter code's lookup tatte:

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F tlake CMs a required code

F~ Use thiL" cade Far nbsichhg ganerlc resources

Help

Figure 19-25: Use Enterprise Resource Outline Codes 20 through 29 to create an enterprise resource multivalue field.

4. Click the Custom Outline Codes tab.

5. In the Outline Code panel, select the Resource option button.

6. Select an enterprise resource outline code to customize. For this example, I'm going to use Enterprise Resource Outline Code 21.

Tip To create a multivalue code, make sure that you select any code between

Enterprise Resource Outline Code 20 and 29.

7. Click the Rename button, and in the Rename Field dialog box that appears, type a new name for the enterprise resource outline code. Then click OK to redisplay the Customize Enterprise Fields dialog box.

8. Click the Define Code Mask button to open the Outline Code Definition dialog box, as shown in Figure 19-26.

Outline Code Definition for 'Languages'

Cocte pie^ew: Cadft rbssk:

Irnpcrt Out ire Lüde.

Cocte pie^ew: Cadft rbssk:

Irnpcrt Out ire Lüde.

«Ml

Characters

Level

Sequence

Length

Separator

1

Characters

Any Any

2

Characters

1*

Numbers

_

Uppercase Letters

Lowercase Letters

Figure 19-26: Define the structure for your outline code here.

9. In the Sequence column, define the type of values that are acceptable in your company's code. In the Length column, provide a number (or choose Any) for the length of the code. If your code is composed of parts, choose a separator character to distinguish the first part of the code from the second part of the code.

10. Click OK to redisplay the Customize Enterprise Fields dialog box.

11. Click the Edit Lookup Table button to display the Edit Lookup Table dialog box, as shown in Figure 19-27.

Edit Lookup Table for 'Languages'

Hi

Chhese *

Level

Outline Code

Description

1

- Chinese

2

1

2

2

2

3

1

B English

2

1

2

2

2

3

1.

B French

2

1

2

2

2

3

1

B German

2

I

2

2

2

3

1

S Japanese

J

P Display irodentr»g in lookup table HbIP

P Display irodentr»g in lookup table HbIP

Figure 19-27: In the Lookup table, define the codes that you want to use.

12. Enter the values that your organization uses for the custom field, and click Close.

13. Click Close.

14. Click the Save button to save the Enterprise Global template and your new enterprise custom field.

If you've already stored resources in the Enterprise Resource Pool, you need to edit the resources to assign a value to each of them for the new custom field. Follow the steps described in the section "Creating the Enterprise Resource Pool," later in this chapter, to assign values for the custom field to resources that are stored in the Enterprise Resource Pool. In that section, you see how you can use the multivalue enterprise resource custom field when assigning values to resources.

If you have not yet stored resources in the Enterprise Resource Pool, edit the resources in the usual way. When you import the resources to the Enterprise Resource Pool, you have the option of including the custom fields.

Assign a calendar to the Enterprise Global template to enforce common workdays and work times across all projects. Resources in the Enterprise Resource Pool can use the calendar that is in the Enterprise Global template unless you override that calendar by assigning a resource-specific calendar.

You set up the calendar for the Enterprise Global template the same way that you set up a calendar for a project.

Project Management Made Easy

Project Management Made Easy

What you need to know about… Project Management Made Easy! Project management consists of more than just a large building project and can encompass small projects as well. No matter what the size of your project, you need to have some sort of project management. How you manage your project has everything to do with its outcome.

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