How do I Show a Custom Field in Timesheets and My Work?

This article explains how to show a custom field in either the Timesheets feature and/or the My Work page for users.

1. Create Field in the Desired Work List

Navigate to the List Settings for the desired list.  If you want task-level information, the field should be created in the Task Center list.  Though, you could follow these steps for other types of items in other lists, such as Issues, Risks, etc.

Create the desired column/field.   Follow EPM Live's recommendations for internal field names.  If unsure, refer to the article about Internal Field Names.  

Note: Configure the Manage Editable Settings for this field.  If users are to update the field value in their My Work and/or My Timesheet, the field should be editable.

1.1. Update Display Name of Field, If Needed

1.2. Users Can Now Populate the Field in the List and/or Planner

The list items (ex: tasks) have been updated with the new field filled out.  

2. Create Field on Work Settings Page

Navigate to the Work Settings page. Click Create column.

The fields created in the section Enterprise Fields are available to be used in the My Work and My Timesheet features.

2.1. New Column Settings

  1. When creating the new column/field, be sure to name the field with the EXACT same internal field name as the field in the source list.  
  2. Select Single line of text for the column type.  The purpose of this is that the field's settings and field type will pull from the source list where the data lives (ex: Task Center).

2.2. Update Display Name of Field, If Needed

3. Add Field as an Available Field on Work Setting Page

Once the field has been created, it will show as "In the following lists: My Work."  It also shows in the other list(s) where the field was created.  Note that the field must have the same internal field name.

  1. Select the field from the Available column.
  2. Click Add>.
  3. The field will now show as Selected.  The Timesheets & My Work view settings pull from this section for which fields can be added.  Click Save when done.

4. Edit My Timesheet View

  1. Click the Views ribbon tab.
  2. Click Select Columns.
  3. Select the check box for the new field.  Click OK.

4.1. Save New Timesheet View as Default View

  1. On the Views ribbon tab, click Save View.
  2. Enter the View Name.
  3. Select the check box to make this the default view, if desired.
  4. Click OK.

4.2. Add Work Items to Timesheet

Add Work Items to Timesheet to see new the new field populated.  The value of the new field shows.  Users can also double-click to edit the field, if/as needed.

5. Edit My Work View

  1. Click the Views ribbon tab.
  2. Click Select Columns.
  3. Select the check box for the new field.  Click OK.

5.1. Save New My Work View as Default View

  1. On the Views ribbon tab, click Save View.
  2. Enter the View Name. Select the check box to make this the default view, if desired.  Select the check box to make this a personal view. If not, the view will be available as a Global View.
  3. Click OK.

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