Custom Fields In Project 2007

[Dots]

Hi,
I have a project level custom field and want to be able to pre-populate a
task level custom field with the information selected for that project level
custom field. How would I be able to accomplish that?

I'm thinking I might be able to do it with a formula, but I am not a
developer and was wondering if you could guide me to a potential solution?
Please?
Thanks,
Dorothy

 

[Rod Gill]

The only way is to use VBA code. Formulae can only read/write data for the
current task.

--

Rod Gill
Project MVP

Project VBA Book, for details visit:
http://www.projectvbabook.com

NEW!! Web based VBA training course delivered by me. For details visit:
http://projectservertraining.com/learning/index.aspx

 

[Jonathan Sofer]

Set up your project level field, then create your task level field and set
the formula equal to the name of your custom project level field.

I set up a successful test the following way:

1) I set up an Enterprise Project Level Text Field called TestProjectField
and I made it a free form text field
2) I set up an Enterprise Task Level Text Field and called it TestTaskField
and I made it a formula of = [TestProjectField]

The next time I logged into Project 2007 I created a several dummy tasks and
included the TestTaskField as a column in the Gantt view. I then when to
Project Information and set a value for TestProjectField and instantly this
propagated down to the tasks.

Is this what you were looking for?

Jonathan

 

[Dots]

Jonathan,
That is exactly what I was looking for! I will try it tomorrow! Thank you
so much. I will let you know if I have the same results!
Dorothy

Set up your project level field, then create your task level field and set
the formula equal to the name of your custom project level field.

I set up a successful test the following way:

1) I set up an Enterprise Project Level Text Field called TestProjectField
and I made it a free form text field
2) I set up an Enterprise Task Level Text Field and called it TestTaskField
and I made it a formula of = [TestProjectField]

The next time I logged into Project 2007 I created a several dummy tasks and
included the TestTaskField as a column in the Gantt view. I then when to
Project Information and set a value for TestProjectField and instantly this
propagated down to the tasks.

Is this what you were looking for?

Jonathan

Hi,
I have a project level custom field and want to be able to pre-populate a
task level custom field with the information selected for that project
level
custom field. How would I be able to accomplish that?

I'm thinking I might be able to do it with a formula, but I am not a
developer and was wondering if you could guide me to a potential solution?
Please?
Thanks,
Dorothy

 

[Dots]

Jonathan,
I tried this this morning with SWAppName=[AppName] and get the error that
the formula contains a syntax error or contains a reference to an
unrecognized field or function name. My field picker screen is incorrect.
The steps I took was to go to tree picker screen, indicate the the field was
a formula and the formula box contains =[AppName]

What am I missing here?:
Thanks!
D.

Set up your project level field, then create your task level field and set
the formula equal to the name of your custom project level field.

I set up a successful test the following way:

1) I set up an Enterprise Project Level Text Field called TestProjectField
and I made it a free form text field
2) I set up an Enterprise Task Level Text Field and called it TestTaskField
and I made it a formula of = [TestProjectField]

The next time I logged into Project 2007 I created a several dummy tasks and
included the TestTaskField as a column in the Gantt view. I then when to
Project Information and set a value for TestProjectField and instantly this
propagated down to the tasks.

Is this what you were looking for?

Jonathan

Hi,
I have a project level custom field and want to be able to pre-populate a
task level custom field with the information selected for that project
level
custom field. How would I be able to accomplish that?

I'm thinking I might be able to do it with a formula, but I am not a
developer and was wondering if you could guide me to a potential solution?
Please?
Thanks,
Dorothy

 

[Dots]

Hi,

Also, is it possible to say that if the field SWAppName is blank, then
=[AppName], else do a lookup of the appname table?

Set up your project level field, then create your task level field and set
the formula equal to the name of your custom project level field.

I set up a successful test the following way:

1) I set up an Enterprise Project Level Text Field called TestProjectField
and I made it a free form text field
2) I set up an Enterprise Task Level Text Field and called it TestTaskField
and I made it a formula of = [TestProjectField]

The next time I logged into Project 2007 I created a several dummy tasks and
included the TestTaskField as a column in the Gantt view. I then when to
Project Information and set a value for TestProjectField and instantly this
propagated down to the tasks.

Is this what you were looking for?

Jonathan

Hi,
I have a project level custom field and want to be able to pre-populate a
task level custom field with the information selected for that project
level
custom field. How would I be able to accomplish that?

I'm thinking I might be able to do it with a formula, but I am not a
developer and was wondering if you could guide me to a potential solution?
Please?
Thanks,
Dorothy

 

[Gérard Ducouret]

Dots,

Haven't you tried to insert directly the TestProjectField (in the example
of Jonathan) in any task table?

Gérard Ducouret

Hi,

Also, is it possible to say that if the field SWAppName is blank, then
=[AppName], else do a lookup of the appname table?

Set up your project level field, then create your task level field and
set
the formula equal to the name of your custom project level field.

I set up a successful test the following way:

1) I set up an Enterprise Project Level Text Field called
TestProjectField
and I made it a free form text field
2) I set up an Enterprise Task Level Text Field and called it
TestTaskField
and I made it a formula of = [TestProjectField]

The next time I logged into Project 2007 I created a several dummy tasks
and
included the TestTaskField as a column in the Gantt view. I then when to
Project Information and set a value for TestProjectField and instantly
this
propagated down to the tasks.

Is this what you were looking for?

Jonathan

Hi,
I have a project level custom field and want to be able to pre-populate
a
task level custom field with the information selected for that project
level
custom field. How would I be able to accomplish that?

I'm thinking I might be able to do it with a formula, but I am not a
developer and was wondering if you could guide me to a potential
solution?
Please?
Thanks,
Dorothy

 

[Dots]

I am not sure I understand your comment. I at first tied it to the same
lookup table. Then I wanted to pre-populate the task level enterprise field
with the projectlevel field. I tried the formula that Jonathan provided and
received an error as I have indicated in my last email. I just need to know
why or how my formula, which looks just like Jonathan's does not behave
accordinly.

Dots

Dots,

Haven't you tried to insert directly the TestProjectField (in the example
of Jonathan) in any task table?

Gérard Ducouret

Hi,

Also, is it possible to say that if the field SWAppName is blank, then
=[AppName], else do a lookup of the appname table?

Set up your project level field, then create your task level field and
set
the formula equal to the name of your custom project level field.

I set up a successful test the following way:

1) I set up an Enterprise Project Level Text Field called
TestProjectField
and I made it a free form text field
2) I set up an Enterprise Task Level Text Field and called it
TestTaskField
and I made it a formula of = [TestProjectField]

The next time I logged into Project 2007 I created a several dummy tasks
and
included the TestTaskField as a column in the Gantt view. I then when to
Project Information and set a value for TestProjectField and instantly
this
propagated down to the tasks.

Is this what you were looking for?

Jonathan

Hi,
I have a project level custom field and want to be able to pre-populate
a
task level custom field with the information selected for that project
level
custom field. How would I be able to accomplish that?

I'm thinking I might be able to do it with a formula, but I am not a
developer and was wondering if you could guide me to a potential
solution?
Please?
Thanks,
Dorothy

 

[Robert]

The formula that Jonathan provided return an error for me too.
But I inserted the Enterprise Project costum field as a column in the Gantt
view. Then I went to
Project Information (or on the project summary row 0) and set a value for
this field and instantly this propagated down to the tasks.

Gérard Ducouret

I am not sure I understand your comment. I at first tied it to the same
lookup table. Then I wanted to pre-populate the task level enterprise
field
with the projectlevel field. I tried the formula that Jonathan provided
and
received an error as I have indicated in my last email. I just need to
know
why or how my formula, which looks just like Jonathan's does not behave
accordinly.

Dots

Dots,

Haven't you tried to insert directly the TestProjectField (in the
example
of Jonathan) in any task table?

Gérard Ducouret

Hi,

Also, is it possible to say that if the field SWAppName is blank, then
=[AppName], else do a lookup of the appname table?

:

Set up your project level field, then create your task level field and
set
the formula equal to the name of your custom project level field.

I set up a successful test the following way:

1) I set up an Enterprise Project Level Text Field called
TestProjectField
and I made it a free form text field
2) I set up an Enterprise Task Level Text Field and called it
TestTaskField
and I made it a formula of = [TestProjectField]

The next time I logged into Project 2007 I created a several dummy
tasks
and
included the TestTaskField as a column in the Gantt view. I then when
to
Project Information and set a value for TestProjectField and instantly
this
propagated down to the tasks.

Is this what you were looking for?

Jonathan

Hi,
I have a project level custom field and want to be able to
pre-populate
a
task level custom field with the information selected for that
project
level
custom field. How would I be able to accomplish that?

I'm thinking I might be able to do it with a formula, but I am not a
developer and was wondering if you could guide me to a potential
solution?
Please?
Thanks,
Dorothy

 

[Jonathan Sofer]

Gerard,
The enterprise project field will show the project value for each task this
is true. However, you won't be able to display this project level field in
the Project Details view in PWA which I am guessing is what Dots was trying
to accomplish.

Dot,
Is the name of your project field named exactly as you state? Is it named
AppName? You must use the exact name of the project level field you want it
to use and put it in square brackets. And also don't include the = text,
just the name of the project level field. So if you project level field is
called SWAppName you put in only [SWAppName] and if you field is called App
Name you put in only [App Name]

And where are you seeing a field picker screen? There is no field picker
screen when defining formulas for enterprise fields in 2007 via PWA.

As for you other question, no, you cannot say in a formula that if a value
is blank to then make the field a lookup. The best you can do is say that
if the project level appname field is blank then display the value of a
different task level field. That task level field would need to be created
and defined as a lookup table.

Example: You create a lookup project level field called
ProjectAppNameLookUp and then created another lookup task level field called
TaskAppNameLookUp that shared the same lookup list. You could then create a
3rd task level field that had the formula
IIF([ProjectAppNameLookUp]="",[TaskAppNameLookUp],[ProjectAppNameLookUp])

In this example a user could see that there is a default app name set at the
project level for ProjectAppNameLookUp but if there isn't, they can set a
different appname for each task by setting the task level field
TaskAppNameLookUp.

Hope this helps,

Jonathan

The formula that Jonathan provided return an error for me too.
But I inserted the Enterprise Project costum field as a column in the
Gantt view. Then I went to
Project Information (or on the project summary row 0) and set a value for
this field and instantly this propagated down to the tasks.

Gérard Ducouret

I am not sure I understand your comment. I at first tied it to the same
lookup table. Then I wanted to pre-populate the task level enterprise
field
with the projectlevel field. I tried the formula that Jonathan provided
and
received an error as I have indicated in my last email. I just need to
know
why or how my formula, which looks just like Jonathan's does not behave
accordinly.

Dots

Dots,

Haven't you tried to insert directly the TestProjectField (in the
example
of Jonathan) in any task table?

Gérard Ducouret

"Dots" <[email protected]> a écrit dans le message de [email protected]...
Hi,

Also, is it possible to say that if the field SWAppName is blank, then
=[AppName], else do a lookup of the appname table?

:

Set up your project level field, then create your task level field
and
set
the formula equal to the name of your custom project level field.

I set up a successful test the following way:

1) I set up an Enterprise Project Level Text Field called
TestProjectField
and I made it a free form text field
2) I set up an Enterprise Task Level Text Field and called it
TestTaskField
and I made it a formula of = [TestProjectField]

The next time I logged into Project 2007 I created a several dummy
tasks
and
included the TestTaskField as a column in the Gantt view. I then
when to
Project Information and set a value for TestProjectField and
instantly
this
propagated down to the tasks.

Is this what you were looking for?

Jonathan

Hi,
I have a project level custom field and want to be able to
pre-populate
a
task level custom field with the information selected for that
project
level
custom field. How would I be able to accomplish that?

I'm thinking I might be able to do it with a formula, but I am not
a
developer and was wondering if you could guide me to a potential
solution?
Please?
Thanks,
Dorothy