Is there a way to create free text columns in project views? | Community
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AlexMa13
Level 2
October 13, 2022
Solved

Is there a way to create free text columns in project views?

  • October 13, 2022
  • 2 replies
  • 1772 views

Hi there,

 

I am looking for a way to add a free text field into a project view that our project managers can enter manually into.

 

The intention is creating an EAC that goes by project revenue, and not cost. We would like project managers to manually update planned hours in this free text column. In doing so we can compare this with original planned hours and get an updated EAC based on that.

 

Any questions, let me know.

 

Thanks,

 

Alex

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Best answer by HollySe

Hi Alex!

This can be achieved through a custom form field on the project.

You'll need to:

  1. Create or alter an existing project custom form by adding a field for the info you want them to be able to imput in the view.
  2. Attach the custom form to the project. (if you updated an existing one and you'll need to remove the form, re-attach and complete)
  3. Create a Project View and add the column by typing in the name of the field you created
  4. Save your View
  5. Go back to Projects and select your new/updated view
  6. From there you can in-line edit the new field

Note: This will only work if the new/updated form is added to every project. 

2 replies

Kurt_Jones
Community Advisor
Kurt_JonesCommunity Advisor
Community Advisor
October 13, 2022

Alex,

You could create a custom field for this that you can attach to a custom form.  You would then apply the form to any existing projects.  I would also attach the custom form to your project template(s) so when new projects are created this form and field are available.  Once these pieces are in place you can create a unique view adding this new field that all your PMs can use.  If you want make this a default view always, you can go into layout templates and under the Lists, you can make your new view the default for Projects.  Hope this helps.

If my response answered your question, please mark it answered, so others can find the answer
HollySe
HollySeAccepted solution
Level 3
October 13, 2022

Hi Alex!

This can be achieved through a custom form field on the project.

You'll need to:

  1. Create or alter an existing project custom form by adding a field for the info you want them to be able to imput in the view.
  2. Attach the custom form to the project. (if you updated an existing one and you'll need to remove the form, re-attach and complete)
  3. Create a Project View and add the column by typing in the name of the field you created
  4. Save your View
  5. Go back to Projects and select your new/updated view
  6. From there you can in-line edit the new field

Note: This will only work if the new/updated form is added to every project. 

    A
    AlexMa13Author
    Level 2
    October 14, 2022

    Hi Holly, Kurt,

     

    Thanks for coming back to me!

     

    I've followed your steps and have added this into the project view, however it's only showing as an editable field within the project settings. From the view it shows as a blank field that only populates with data if it's edited within the custom form itself. Is there something I'm missing?

    HollySe
    HollySe
    Level 3
    October 14, 2022

    Hey Alex, Could be a few things going on. If it was a field you created, and not and existing one, the new form would need to be added to all projects. Also, it's not terribly intuitive and requires a double click for in-line editing. It could also be a sharing/access rights problem at the manager level. Check that they have manage access to the custom form and the project. Hope this helps!

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