Add a custom column to the Project Power App

When you need to add a column to use in your projects but none of the available built-in columns meet your need, create a custom column.

Note

Most changes to the Project Power App can be made with only the System Customizer security role. Some changes such as configuring the Option Set require that you have privileges that are part of the System Administrator security role. Learn more about Project Power App security roles.

Tip

Make all changes to the Project Power App inside of a new solution. This will make it easier to backup and deploy any changes you make. Learn more about solutions.

To create a custom table column in Project Power App, you have two choices:

  • The Power Apps portal has a nice, friendly UI. This article provides steps to use the Power Apps portal to add a custom column to a Dataverse table for Project Power App. It's convenient and suitable most of the time, but a few options aren't available.
  • The Power Apps solution explorer provides advanced options that aren't available on the Power Apps portal.

Note

Don't add a custom column to the Task table in Dataverse. Columns added to the Task table in Dataverse aren't available in the Tasks tab of the Project Power App.

Add a custom column using the Power App portal

  1. Open the Power Apps portal.

  2. In the navigation pane, select Dataverse > Tables.

  3. Find and select the table that needs a custom column.

    Tip

    The table you want might not be listed by default. Use the item filter on the command bar to choose the type of items Power Apps lists.

    Use the item filter on the command bar to choose the type of items Power Apps lists.

  4. On the command bar, select + Add column.

  5. In the Column properties pane, set the column properties as needed. Properties that require a value have an asterisk next to their name.

    For a quick reminder of a property’s effect, select the info icon beside its name.

  6. After you set all the properties you need, select Done at the bottom of the Column properties pane to save the new column.

Column properties

Property Description
Display Name Text that appears next to and identifies the column in the user interface.
Name Provides a unique name for the column across your environment. An automatically generated name appears when you enter a display name, but you can edit the value before you save the column properties. After you save the column properties when you create the column, its name can’t be changed. The name always has the customization prefix for your Dataverse Default Publisher.
Data type Controls how values are stored, and in some applications how they're formatted. After you save the column properties, you can't change the data type. Exception: you can convert text columns to autonumber columns.
Required A row can't be saved without data in this column. For more information, see Saving rows programmatically for required columns.
Searchable Controls whether the column appears in Advanced Find and is available when customizing views.
Calculated or Rollup Use to automate manual calculations. Use values, dates, or text.
Advanced Options Add a description, and specify a maximum length and IME mode for the column.

Note

Other properties may become available when you set a value for Data type.

Example: Add a Budget column to the Project table

Anita Montero has determined that her business has grown complex enough to require more granular accounting. She needs to start allocating funds at the Project level. There's no built-in column that works for her, so she's adding a custom column to the Project Power App using the Power Apps portal.

She opens the Project table and verifies it's not a Managed or a System table, so it's safe to change.

The Environment menu is just above the toolbar. Make changes in your Development environment first, so you can ensure they work as expected before you deploy them in your Production environment. Make sure that a table isn’t a Managed or System table before you try to make arbitrary changes to it.

She adds the new column, names it Budget, and sets Data type to Currency.

The Currency data type supports financial calculations.

Because there are already some projects underway, she sets Required to Recommended. She leaves Searchable selected so she can easily find projects that don't have a value for Budget yet, and so people can use the column in Advanced Find operations.

Ready to start allocating funds, at the bottom of the pane, Anita selects Done.

Select Save Table after adding a column.

The Budget column is now visible in the Project table. Anita selects Save Table.

After saving, Anita notices there's another new column, right under Budget: Budget (Base). It's an automatic column that shows the value of Budget in terms of the base currency defined for her app. Power Platform adds one when you add a column with the Currency data type.

Add a form field to the Information form

After you add a custom column to the Project Power App, you should add it to the Information form as a field. Most people won't be using the tables directly—they'll use the Information form to work with project data.

  1. After you save the table, select the Forms area.

  2. Select the Information form. You might have to adjust the view's filter to find it.

    Switch to the Forms area after you add a custom column. Select the form where you want to make the column available.

  3. On the command bar, select + Form field.

    When you select + Form field, the Table columns pane opens. By default, only unused columns appear in the Table columns pane.

  4. Because you haven't added the column to a form yet, it's listed in the Table columns pane. Drag it from the pane onto the form to add it as a field in the General section. If you want it in a specific place, drop it where you want it to appear. You can adjust the size and position of the new field as needed.

    When you drag a field onto a form, it’s added to the General section unless you drop it somewhere else.

  5. On the command bar, select Save.

  6. When you're ready to roll out your changes to the environment you're in, on the command bar, select Publish.

    After you publish your changes, the new field appears in every project in the same environment.

Next Steps