Create custom data

Create custom categories and data fields to track the information that is important to your organization.

Create a custom category

When you create a custom category, you must decide what type of data fields it will include. You can choose from the following category types:

Multiple entry
Includes data fields that can contain more than one value for the project, such as the names of project team members. In multiple-entry categories, a data field is a column and each row is an entry.
Single value
Includes data fields that can contain only one value for the project, such as the name of a project. In single-value categories, each value is an entry.
  1. Open the project template to include the custom data.
  2. In the Project Manager, right-click Custom Categories and choose New Category.
  3. In the New Category dialog box, enter a name for the category, choose a category type, and click OK.
    • Multiple entry adds a column to the category's workspace. The column is the data field; each row is an entry.
    • Single value adds a data field to the category's workspace or task pane.
  4. When the Add Field dialog box appears, add the first field to the new category.

Add a custom data field to a multiple-entry category

You can create a custom data field called Historical Sigma in the multiple-entry category, X Variables.

  1. In the Project Manager, double-click Process Map Data.
  2. Choose Actions > Add a Column. You can also right-click a column header and choose Add a Column.
  3. In the Add Field dialog box, in Name, enter Historical Sigma.
  4. From Type, choose Decimal.
  5. Click Advanced, select the Minimum check box and enter 0, and then click OK.
When you add a new X variable to a shape on a process map, the new custom data field is available in the task pane.

Add a custom data field to a single-value category

You can create a custom data field called Region in a single-value category called Custom Project Data. Region is a list field, which contains a list of choices.

  1. In a single-value category task pane, click Add a Field.
  2. In the Add Field dialog box, in Name, enter Region.
  3. When Data Type appears, choose Text.
  4. In the List Values table, enter the following options, and then click OK.
    Display Name Value
    Northeast (NE)
    South (S)
    West (W)
    Tip

    To create a list field that you can use in a formula, create a list field and assign values to the list options. Then create a formula field that uses the list values to calculate and display the result.

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