Create a new category
Only create a new category if the predefined categories do not suit your needs.
- In the desktop app, choose .
- Select a category for the data fields you want to create. There are two
types of categories.
- Single-Value Category: A data field in this category can have only one value per
project, for example, project leader or project number. To create
this type of catgegory, select
New single-value category. - 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 this type of category, select
New data table.
- Single-Value Category: A data field in this category can have only one value per
project, for example, project leader or project number. To create
this type of catgegory, select
- Enter a name for the new category, then select OK.
- Be sure to create data fields in the new category. (See "Create a data field.)
- Select Close.
Edit a category name
You can edit the name of any category that you create and some predefined categories.
- In the desktop app, choose .
- From the Show definitions dropdown, select Editable.
- From the list, select the category to edit, then select Edit.
- Enter a new name for the category.
- Select OK.
- Select Close.
Create a data field
You can create a data field in any category, including any categories that your create.
- In the desktop app, choose .
- Expand the category to add the new data field to and select
New field.
- Complete the dialog box, then select OK. For help with selecting a field type, go to Types of data fields.
- Select Close.
Edit a data field
You can edit any data field that you create and only some predefined data fields.
- In the desktop app, choose .
- From the Show definitions dropdown, select Editable.
- Expand the category that the data field belongs to, select the data field, then select Edit.
- Make your changes, then select OK.
- Select Close.
Add data fields to forms
After you create data fields in the desktop app, you can add them to forms to collect the key metrics that you want to track in your projects. To add data fields to forms, go Design a form.
To share data fields with other tools in your project, 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.
Add data fields to maps
After you create data fields in the desktop app, you can add them to shapes and task panes in maps to help you better understand your process. Go to Add data to a map.
