Add Resource User Fields

Prerequisites

  • If needed, create the strict or non-strict hierarchy code structure you want to add as the user defined field to the resource structure. See Create a Code Structure.
  1. Select Project Data > Resources in the Navigation Menu. The Manage Resources tab window displays.
  2. Select the Name tab.
  3. Click Add under the list of User Fields. A User Field dialog box displays. The user field Level is automatically set to "Resource."
  4. Enter a name or data entry Prompt for the field.
  5. Click on the Type dropdown. Select Structure or Text. Selecting Text means users must enter the field content.

  6. When you select Structure for the Type, the Structure dropdown is enabled. Select the code structure for the field from the list of available structures. When a code structure is assigned as a user defined field, the code structure data provides the field dropdown selection options for users.

    Tip:

    Unless designated as a global structure, structures already assigned as user fields elsewhere do not appear in the selection list. If you don't see a code structure you just created, click Refresh in the Ribbon Menu.

  7. Either uncheck the Required option or leave it checked.

    Tip:

    Required means users must enter text or select a code from the assigned code structure. They cannot leave the field blank.

  8. Click OK. The assigned structure or text user field is added as a row in the list of user fields.

    Tip:

    To delete a user defined field, select the field row and click Remove.

  9. Click Save in the Ribbon Menu.
  10. Optional. Close the Manage Resources tab.

What to Do Next

  • See Set Project Resource Filters. These filters are set at the project level (Manage Projects tab window, Settings tab). Recommend selecting at least one user defined code or field. Otherwise, be sure to Set Available Resources in the Manage Projects tab window, Structures tab (see Set Project Available Resources). Selecting the available resources ensures the Resource dropdown is enabled in the main EVMax window when you assign a resource to a work package.