Add Custom Fields to the Scheduler

The scheduler grid allows you to customize it to your project's unique scope or company policies by adding custom columns at the project level. These columns enable you to capture specific details about scheduled items such as deliverables, tasks, activities, and other work elements, complementing the standard columns available by default.

• By default, custom columns appear on the right side of the scheduler grid, but you can easily rearrange them to suit your workflow preferences. 
• The information entered in these fields is accessible to all users with scheduler access, fostering transparency and collaboration across your team.
• Additionally, data from custom columns is seamlessly integrated into schedule reports, ensuring comprehensive and precise documentation of project details.

See Custom Form Fields For Project Documents - Overview if you need more details.

To add a custom column to the scheduler grid

• Ensure that you are on the scheduler module of the project. If not,
  • Open the project management console
  • Click the app launcher icon in the top-right and select 'Schedule'
  • Click 'Config' on the top, then select 'Custom Fields' on the left
• Click 'Add Custom Field' at the bottom

The list displays the custom columns available in the company-level master list, for use in the 'Schedule' module.

Tip: If the desired custom field is not listed, reach out to your company administrator to have it added at the company level. Once the new field is added, you can revisit and complete the process to include it in your project.

• Select the column you want to add to the project schedule by clicking its serial number

Tip: Use the 'Ctrl' or 'Shift' key on your keyboard to select multiple items at once.

• Click 'Save' for your settings to take effect.