Define data fields

Define data fields to ensure consistent data collection across tools within your project.

Determine the category

Choose one of the following predefined categories for the data field.

Single-Value Category: A data field in this category can have only one value per project, for example, project leader or project number.
Data Table: A data field in this category can be displayed as a data table because each data field (column headings) can have multiple values (rows). For example, a project can have multiple team members, and each team member has a name, a job title, and a role, which appear as column headings in the data table. The data values for each data field appear as rows.

To create a new category, choose File > Data Definitions and select New.

To edit or delete an existing category, in the Data Definitions dialog box, from Show definitions, choose Editable.

Create the data field

After you determine the data field's category, create the data field.

Choose File > Data Definitions.
Expand the category that the data field belongs to and select New field.
Complete the dialog box. For help with selecting a field type, go to Types of data fields.
When you finish editing the dialog box, select Close.

Add data fields to forms

You can add data fields to forms to collect the key metrics that you want to track in your projects. Go to Design a form.

To share data fields with other projects, save the form that contains the data fields, then save the form as a template in a shared Workgroup folder. For more information, go to Specify where custom templates are saved.