Solved

Custom Fields on Project Summary Task in Project 2013

Posted on 2015-01-28
2
404 Views
Last Modified: 2015-01-29
Working in Microsoft Project Professional 2013, I am creating a Master Schedule of all our projects.  I would like project detail information from custom fields on the Project Summary Task line so when I show Level 1 of all projects, I can see all the information about Project Stage, Project Type, etc. None of this info is needed in the Summary tasks or detailed tasks.  I created my custom fields and but nothing will carry over onto my master on the Project Summary Task row. It will show on the master if I put the info on a summary task or task row but I didn't want to use it this way. How can I achieve this? Mostly free-form text or drop downs, no formulas.
0
Comment
Question by:Caputo7
2 Comments
 
LVL 12

Accepted Solution

by:
thausla earned 500 total points
ID: 40576955
Hi,

your issue is that without Project Server you cannot define custom fields at project level, only at task level. In your case this means that the project summary tasks from you sub projects carry information that is seen as "project" data, not as "task" data. custom fields in your master project also are task level fields only, that is why you can see values from all tasks from your inserted projects that are below the project summary task. Unfortunately ONLY the project summary task in your master is able to store data in custom fields. Funny enough you can ENTER data at the project summary task of the inserted projects and even save this information - but it is saved in the master, not the sub project!

Long story short: master projects have many issues, this is one of them.

Sorry, but hope this helps.

Thomas
0
 

Author Comment

by:Caputo7
ID: 40577316
Thanks for the response, Thomas. Makes sense and unfortunately we don't have Project Server.  I did figure out I could copy & paste the values onto the Project Summary if I entered them on the inserted project. Most of the data won't change but there is one field that does constantly get updated.  I was trying to see if I could create a formula to pull in this field, but couldn't find a way to automatically copy that field into a new column.
0

Featured Post

How to run any project with ease

Manage projects of all sizes how you want. Great for personal to-do lists, project milestones, team priorities and launch plans.
- Combine task lists, docs, spreadsheets, and chat in one
- View and edit from mobile/offline
- Cut down on emails

Join & Write a Comment

With the internet and the ease of information transference, many professional jobs can be done anywhere today.  Why should it make a difference whether an x-ray is read in India or the United States as long as the radiologist is qualified?   Outso…
A high-level exploration of how our ever-increasing access to information has changed the way we do our jobs.
This video shows the viewer how to set up and create Footnotes in their document. Click on the References tab: Select "Insert Footnote": Type in desired text:
The viewer will learn how to use the =DISCRINV command to create a discrete random variable, use this command to model a set of probabilities and outcomes in a Monte Carlo simulation, and learn how to find the standard deviation of a set of probabil…

757 members asked questions and received personalized solutions in the past 7 days.

Join the community of 500,000 technology professionals and ask your questions.

Join & Ask a Question

Need Help in Real-Time?

Connect with top rated Experts

18 Experts available now in Live!

Get 1:1 Help Now