Creating Custom Fields in Project for Web: Step-by-Step Guide

The blog post by "SharePoint Maven Inc" explains the process of creating custom fields in the Project for the Web functionality. Notably, Project for the Web is a Microsoft tool incorporated into Microsoft 365, providing users a convenient way to manage their projects. This tool is a unique option, bridging the gap between the Planner and more complex project management applications such as Microsoft Project.

One of the important features of Project for the Web is that it offers some built-in fields within any project which helps in project tracking. These built-in fields include fields like Start, Finish, Duration, % completed, Assigned to, among a few others. When a user initiates a new project, some of these fields are already displayed in a Grid.

Helpful to everyday users, Project for the Web allows the users to create custom metadata in the Task schedules of the program, similar to how it can be done in SharePoint lists and libraries. To generate a new custom field, users have to click the “Add column” button, then select “New Field”.

Following the instructions, the program will guide the user to the next screen where they can select the type of column and name it appropriately. However, as of now, only specific types of columns are supported by Project for the Web. After the field type is selected, users can opt whether they want the data for the subtasks to be added together (rolled up/summed up) on the parent tasks.

As the author demonstrates, they wanted to add a Cost column to track the cost of each task in the schedule. The roll-up question was subsequently answered as per the user's needs. In the author's case, they chose to sum up all the subtask costs (roll-up).

Finalizing the custom fields creation, the users can fill out the custom fields with specific task information. Users have two options to achieve the same: Filling out a field in the Grid mode or by clicking in the Task Details Panel and completing the information therein.

Finally, the created custom field will appear in the schedule. For selected roll-up, the summed up numbers (like costs tracked by the author) are shown for the parent task.

Exploring Project for the Web

Project for the Web, a Microsoft 365 integrated tool, as we learn from the blog post, is user-friendly and beneficial for project management needs. It's unique built-in features and the possibility to create custom fields make it an advanced yet intuitive tool. Particularly noteworthy is the ability to create custom fields that allow users to track and manage task elements based on unique needs.

Please refer to the link for expanding your understanding of Project for the Web.

Read the full article How to create custom fields in Project for the Web

Learn about How to create custom fields in Project for the Web

Understanding how to personalize assignments in Project for the Web is a significant competency we recently received in the Microsoft application. Today, we want to walk you through the process of creating custom fields in this application.

WHAT IS THE APPLICATION?

Available within Microsoft 365, Projects for the Web enables organizations to manage various tasks. Functioning as a bridge between Planner and Microsoft Project, it offers a more user-centric task management application. For a comparison of certain task management options within Microsoft 365, refer to this detailed comparison article.

To give you an idea, here's an example of a schedule in Projects for the Web.

THE DEFAULT FIELDS IN THE APPLICATION

This Microsoft application comes with built-in fields that can be accessed for any undertaking. These fields, which are necessary for the application to function or for additional tracking capabilities, include Start, Finish, Duration, % completed, Assigned to among others.

Once a new project is initiated, some fields are displayed by default in a Grid. However, some can be shown or hidden based on your need.

CREATE CUSTOM FIELDS IN THIS APPLICATION

Ever thought of creating custom metadata in SharePoint lists and libraries? You can also create custom columns in task schedules in the application. Let's see how to create a new custom field:

• Click the Add column button, then + New Field.
• Select the type of column you wish to create and its name.
• Currently, only certain types of columns are supported (as shown below).
• Add a Cost column (number field), to track the cost of each task on the plan. Determine whether or not the numbers for the subtasks will be added together on the parent tasks.
• Select to sum up all the subtask costs (roll-up). Alternatively, you can select other mathematical functions (i.e., show the min or max, or an average of the task numbers).
• Click 'Create' to create the field.
• The custom field will appear in the schedule.
• If you chose roll-up, the total of the numbers (costs in my case) for the parent task is displayed.

WAYS TO POPULATE DATA FOR THE CUSTOM FIELDS

If you wish to fill out the custom fields with specific task information, it can be done just like any other field on a task.

Option 1: The information can be filled out in the Grid mode, much like in Excel.

Option 2: Click in the Task Details Panel and complete the information there.

Get more insights on how to create custom fields in Projects for the Web in SharePoint Maven.

More links on about How to create custom fields in Project for the Web

How to create custom fields in Project for the Web

Mar 3, 2023 — How to create custom fields in Projects for the Web · Click the Add column button, then + New Field · On the next screen, choose the type of ...

Create a custom field in Project

Create a custom field · In Grid view, select Add column > New field. Screen shot of Project showing Add column header and New field option · Choose a field Type:

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