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Custom Fields (Enterprise) Issue RRS feed

  • Question

  • I have custom fields defined at the enterprise level. I am having the following issues. 

    1. I am not seeing the values for these fields when I save the plan on the local drive 

    2. When I link the task (Plan1) to a task into other project(Plan2), the virtual lines (from the 1st plan) doesn't have these values.

    How to get the custom field values along with the linked task.

     

    Wednesday, February 4, 2015 5:50 AM

All replies

  • Hi,

    When you save locally a project plan which is initially stored in Project Server, you have a popup which asks you if you want to save the project with the enterprise custom fields/values. If you have not choose this option, it might explain why you do not see the enterprise values in the local plan.

    Then I guess your issue #2 is the direct consequence of the #1. Solving one will also solve the other.

    That being said, note that saving a plan locally is not recommended since you cannot save it back to the server except if you overwrite the plan on the server which might cause data loss. Instead of, use the offline work or save for sharing methods.


    Hope this helps,


    Guillaume Rouyre, MBA, MVP, P-Seller |

    Thursday, February 5, 2015 10:51 AM