Custom task attributes

FlexiProject lets you make custom fields for scheduling. These fields can add extra details to your schedule items. You can create fields for numbers, drop-down lists, dates, and text.

Create a new task attribute

Creating custom schedule column

1. Expand the Administration group in the main menu and go to the System Settings module.
2. Then, go to the Project Attributes tab.
3. Locate and click the “New column” button. The Add column window will open.
   
4. Enter the field name.
5. (Optional) Mark column as a Mandatory if needed.
6. Choose the field type: If it’s a ”Dropdown List,” fill in the options. If it’s a ”Number,” set the decimal places.
7. Click ”Save”.
   The new schedule column will show up in all project schedule settings. If the field is a “Mandatory field,” it is visible on the schedules of all projects created in the program.
   

Include custom column on the schedule

1. Go to the project and, go to the project schedule tab
2. Click Settings.
3. Look for the column you want to include in your schedule and select it.
   You can’t change state of Mandatory columns.  Selected columns will appear on the project schedule.

Filling out the schedule fields

Filling the fields on the schedule list

1. Go to the project schedule tab and find your task.
2. In the selected task line, click the custom schedule column filed and enter or select a value.
3. Click outside the field or press ‘Enter’ to save the value.

Filling the fields on the schedule element panel

1. Go to the project schedule tab and select your task.
2. Open the task panel by clicking its name.
3. Enter or select a value in the custom schedule field in the task panel.
4. Click outside or press ‘Enter’ to save.

Schedule fields in reports

1. Go to the ‘Reports’ tab.
2. Create a new report or open an existing report from the ‘Tasks’ or ‘Milestones’ category by clicking on its name.
   

   Learn how to create a new report: Create a report.

3. Open the ‘Column Settings’ window by clicking the ‘Columns’ button.
4. Click the ‘Add column’ option and select the project field you want to use.
5. Turn off column visibility by clicking the ‘x’ that appears when you hover over a column row.
6. Click ‘Save’. The report results will display the columns selected in the ‘Column Settings’ window.
   

Schedule fields on gantt chart

If the “Drop-down” schedule column type is enabled in the project. You can color the Gantt schedule  chart using the colors assigned to the drop-down list options.

1. Go to the ‘Schedule’ tab and click the ‘Chart’ button on the schedule timeline.
2. You’ll find ‘Color’ among the options with an associated dropdown list. The Gantt chart colors itself by the ‘Progress’ property by default. Other options are dropdown list-type schedule column enabled on the project.
3. Select the property you want to use for coloring the Gantt chart from the ‘Color’ option list.
4. The selected dropdown list options will now determine the coloring of the Gantt chart.