PSA includes a wide range of standard fields, but they might not cover all the data your organization needs to track. User-defined fields (UDFs) let you create custom fields to capture information that’s specific to your business processes.
User Defined Fields (UDFs) let you capture additional information that isn’t included in the system’s standard field set. They allow your organization to tailor data entry and tracking to meet specific business needs. You can associate UDFs with specific objects, including Business Units, Charges, Client Contacts, Client POs, Clients, Groups, Leave Requests, Milestones, Portfolios, Products, Programs, Projects, Roles, Tasks, Users, and Work Types. UDFs can also be associated to the in layouts of Project Status Templates and workflows like Expenses or Work Items.
For example, you might use UDFs to track delivery dates, purchase order numbers, profit margins, or budget variances. These fields support better data management and offer a more tailored reporting.
Note: Creating User Defined Fields for all PSA entities is the same, regardless of which module or page of PSA that you create UDFs for.
The articles in this section help you create and manage User Defined Fields (UDFs) to capture custom data specific to your organization’s needs. Learn how to associate UDFs with different objects to enhance data tracking and reporting.
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