This article describes creating and configuring custom project fields for Meisterplan .

• Required Access Level
• Opening the Project Fields View
• Field List
• Adding Custom Project Fields
• Editing Custom Project Fields
• Deactivating Custom Project Fields
• Deleting Custom Project Fields
• Custom Project Field Attributes
• Available Data Types and Limits
• Availability in Pivot Reports
• Additional Maximum Size Values

Required Access Level

The Project Fields view is only available to Administrators.

However, please note that Meisterplan automatically adds new values for custom project fields of the Lookup type when imported by Data Managers.

Opening the Project Fields View

The Project Fields view is available under Manage in the sidebar.

Field List

You may add any number of custom project fields in Meisterplan. The Project Fields view displays a list of these fields.

Any active custom fields enabled for display in hints will be displayed there in the order of the field list below the default fields.

Please note that project field rights are also required to be able to see a project field.

You may sort the list via drag-and-drop. To do this, click the row of a field you wish to move, hold the mouse button and drag the field's row to the desired new list position.

The Status system field is also listed here. This is a default lookup field that is always available. Unlike any custom fields you define yourself, you can’t deactivate, delete or exclude it from hints. As it is a default field, its position in the field list has no effect on the order of fields in hints. You may, however, restrict access to this field via field rights and modify its lookup values.

 Adding Custom Project Fields

Add new custom project fields by using the Add Field menu:

Editing Custom Project Fields

Once created, you may open and modify a custom project field's attributes by double-clicking its list item or by clicking the pen icon at the right edge of that list item.

Deactivating Custom Project Fields

You may deactivate any custom field. The Status system field cannot be deactivated.

Deactivated fields will be excluded from hints, from the filter menu and from the color selection in the Portfolio Designer view Settings for Projects. They will also be excluded from the project filter settings for portfolios.

Deactivated fields must still be specified when importing data from an external application like Excel.

To deactivate a custom project field, open its attributes and deselect the Active option.

Deleting Custom Project Fields

You may delete any custom field. The Status system field cannot be deleted.

When a project field is deleted, any existing field values will be removed. The field will no longer be available for importing data.

Previously exported Excel files or downloaded Excel templates will no longer be importable unless the field is deleted from them as well.

To delete a custom project field, hover over its list item and click the garbage can icon.

Custom Project Field Attributes

• Column Name: the field name used when exporting data. This is automatically prefixed with “cust_” and can not be edited after adding a field.
• Nice Name: the field name displayed in the Meisterplan user interface.
• Description: internal description which is only displayed in the configuration and serves as a comment for other users with administrative privileges.
• Active: Deactivated custom fields will be excluded from the Edit Project window, from hints, from the filter menu and from the color selection in the Portfolio Designer view Settings for Projects. They will also be excluded from the project filter settings for portfolios.
• Show this field in project hint: use this option to display or hide the field in the project hint. Please note that even with this option, only fields that are not empty will be displayed in hints.
• Project Field Rights: select all users for who this field should be displayed.
• Display the field in project hints 
• Edit the field in the Edit Project window
• Filtering the list of projects by a field 
• Displaying lookup colors via the Portfolio Designer view Settings for Projects
• Filtering a portfolio by a field
• Data extraction for external reporting
• Reports
• Exporting data to Microsoft Excel
• Project Field Rights are required in addition to the associated settings to:
• Display the field in project hints
• Edit the field in the Edit Project Window
• Project Field Rights are also required for:
• Filtering the list of projects by a field
• Displaying lookup colors via the project view settings
• Project Field Rights are not required for:
• Filtering a portfolio by a field
• Data extraction for external reporting
• Reports
• Exporting data to Microsoft Excel

Available Data Types and Limits

Type	Dialog	Description	Maximum Size
Boolean		Defaults to "false" Displayed as a checkbox in edit mode
Currency		Has two decimal places Shows currency symbol
Date		Date field	Earliest: 01/01/1970 Latest: 12/31/9999
Decimal		Number with configurable decimal places Decimal places cannot be changed once the field has been created.
Integer		Number without decimal places	2^53
Lookup		Lookup fields are String fields that come with a selection of available values. Lookup values are defined by an ID, Name and Description. The ID and Description are only displayed here. Lookup values may have a Project Score Value, contributing to the project score. Colors can be assigned to lookup values. Colors may be selected or entered as hex values. Lookup values can be sorted via drag-and-drop.	2,048 characters
String		String field	2,048 characters
Text		Multiple line text field (like Notes)	32,000 characters
URL		http:// is the default type, if no prefix is entered. Supports common link types File links starting with file:/// are not supported and cannot be opened out of Meisterplan. Other links can be opened by clicking on the field value of the URL field in the Edit Project window. Invalid values will be highlighted red	4,096 characters

Availability in Pivot Reports

Please note that project fields of the Text and URL types are not available in Integrated Pivot Reports.

Additional Maximum Size Values