Schedule attributes

Schedule attributes are custom columns of schedule items (tasks, phases and milestones), alongside the standard ones such as start date, duration, allocation and progress. They help to organise tasks and record extra information. An administrator defines them in System settings, and in a project you choose which of them are visible in the schedule.

The available types are Text, Number, Date, Single-choice list and Link. Schedule attributes are shared across the whole organization. Unlike project attributes, they are not assigned to workspaces.

Defining schedule attributes

Attributes are defined in System settings, on the Schedule attributes tab. This is an organization-wide setting and requires administrator permissions.

1. Click New attribute. The Add attribute window opens.
2. Enter the Name (required).
3. Optionally, enter a Description, which appears as a tooltip next to the attribute name.
4. Choose the Type: Text, Number, Date, Single-choice list or Link.
   • For a list, add options (at least one). Each has a name and a colour.
   • For a number, set the Decimal places (0 to 6) and the Value aggregation: None or Sum.
5. Optionally, switch on Required field.
6. Save.

Note: the attribute type cannot be changed after creation.

Required field. A required attribute is automatically added as a visible column to all existing projects and project templates. In the attribute selection window of a project its switch is on and cannot be switched off. An optional attribute is available in every project to switch on.

Sum aggregation. For a number with the Sum aggregation, you enter values only on items without subitems. A summary item that has subitems does not accept a manually entered value.

Attribute order. Drag attributes on the list in system settings to set their order. This order applies in the schedule item details panel and in the attribute selection window in a project. It is not the column order in the schedule table (see Project schedule).

Renaming an attribute refreshes its name in saved reports.

Schedule attributes in a project

Choosing attributes in a project

1. Open the project schedule and click Settings.
2. Choose Schedule attributes. The item is in the menu when the organization has at least one attribute defined. A window opens with the list of attributes in the order set in system settings, with a type icon and a switch for each.
3. Switch on the attributes that should be visible in the schedule. Required attributes are always on.
4. Save.

The attributes you switch on appear as columns in the schedule list (see Project schedule) and as fields in the item panel.

Entering values

• In the schedule list: click the attribute cell in the item row, type or choose a value, and save by clicking outside the field or pressing Enter.
• In the item panel: open the panel by clicking the item name, type or choose a value in the attribute field, and save the same way.

Every change of an attribute value goes to the schedule history (see Schedule history). Values can also be changed in bulk (see Bulk edit).

Schedule attributes in reports

1. Go to the Reports tab.
2. Open a report from the Tasks or Milestones category, or create a new one (see Reports).
3. Click Columns. The Column settings window opens.
4. Click Add column and pick a schedule attribute from the list.
5. Hide a column by clicking the cross that appears when you hover over the column row.
6. Save. The report results show the columns chosen in the window.