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  (c) PMWeb, Inc., 2021

User Defined Fields

 
You are allowed to define up to ten additional data fields in many of the tables in PMWeb. This page lets you define those fields and make them visible in records.
 
The page contains separate tabs for project- and location-based record types but they function in the same way.
 
User Defined Fields
1

PROJECTS / LOCATIONS TAB

1. PROJECTS / LOCATIONS TAB
Select a project- or location-based record type.
2

ENTITIES DROPDOWN

2. ENTITIES DROPDOWN
Fields can be defined for "*All*" records, by program, or by project. Select an level here.
3

RECORD TYPE DROPDOWN

3. RECORD TYPE DROPDOWN
This is a list of all record types which offer the option of user defined fields. Select one.
4

TABLE TOOLBAR

4. TABLE TOOLBAR
Details Table Toolbar
5

FIELDS TABLE

5. FIELDS TABLE
 
  • Key Name Field - Read only. The system name for the field.
  • Visible Checkbox - Check this box to make the field visible in records for the selected entities.
  • Header Field - Enter a name for the field. This name appears as the column heading in the table in the record.
  • Data Type Field
  • Calculation Field - If the Type is Integer, Double, or Currency you can make the field a calculated one. Click the icon to open the Calculation Helper Dialog.
 
 
  • Fields Tree - This tree lists some of the header and details fields from the selected record type. Insert them into the calculation field by clicking on them here.
  • Calculation Field - This field defines the calculation. You can add to it by:
Typing directly in the field
Inserting fields by clicking in the Fields Tree
Inserting operators by clicking Operator Buttons
  • Operator Buttons - These buttons list accepted logical operators. Click a button to insert the operator in the Calculation field.