PWA Custom Fields

Question

I want to create two new fields to help forecast my resource's work and cost on different task for PWA. I want to be able to compare my actual work and cost to my forecast work and cost. I would rather not use baseline because that tends to update my forecast for other tasks when those work hrs have been updated. I was able to create a new duration/work and cost fields for my resources on PWA and added them to the necessary assignment view. However, on the assignment view, I am unable to update the hours in the column. Please advise on how to get these columns to function.

Answer 1

I followed your directions; however, when I attempt to edit, the box is greyed out.

Answer 2

Hi QuadrintHR1,

I tried to repro the issue from my side but not able. Here are the steps I performed. Please check whether there is any different from your side.

1. Open the project web app and go to PWA Settings.
2. Click Enterprise Custom Fields and Lookup Tables under Enterprise Data.
3. Click the New Field button and enter the field name.
4. Change the Entity to Task and change Type to Duration.
5. Click Save.
6. Return to PWA Settings and select Manage Views under look and Feel.
7. Select the view you want to modify, for example, Tasks Summary.
8. Add the custom field from Available fields to Displayed fields.
9. Click save.
10. Return to the tasks.
11. Click Edit > In Browser in the Project section under the Task tab.
12. Then you can enter data in the field.

Thanks,

Ran

Answer 3

This is what one of our task looks like. We have several of these for different months. Within each task, we have resources, which I blacked out, and the final hours worked and the cost. What I am trying to do is to put a two fields to help project cost and hours before the final work is put in. The objective is to be able to compare these two numbers. We have tried using baselines, but we don't like that it overwrites our past task's baselines when we need to update. We are trying to see if imputing two new custom fields will be our solution. I have attempted to put duration field, "forecast work" at the resource level. However, that field does not permit data entry. I have yet to put in the second custom cost field, "forecast cost," which should contain the formula, "standard rate * forecast work."

Answer 4

Hi QuadrintHR1,

Could you share some updates with us?

Thanks,

Ran

Answer 5

Hi QuadrintHR1,

Could you please provide the detailed steps with some relevant screenshots for us to reproduce the issue?

Thanks,

Ran