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Custom Fields on Project Summary Task in Project 2013

Posted on 2015-01-28
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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.
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Question by:Caputo7
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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
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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.
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