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Add Role and Location Columns to P6

Add additional columns to P6 schedules to add more detail to ticket imports into Touchplan

Sarah Cusack avatar
Written by Sarah Cusack
Updated over 4 months ago

To add specific roles and/or locations to tickets in a P6 project, you will need to create user defined fields in the project: if you need access to these settings please talk to your P6 Admins.

To add a User Defined Field:

  1. Click on Enterprise

  2. Select User Defined Field

  3. Select Activities from the drop down menu

  4. Enter the Field Name and Field Type (see table above)

  5. Click Add

Create User Defined Fields named exactly as documented here:

Field Name

Field Type

Touchplan Role

Text

Touchplan Location

Text

To add a User Defined Field tab to a P6 project:

  1. Right-click on the top of the details tabs

  2. Select Customize Activity Details

  3. Select User Defined Field from the left Available Options pane to the right Selected Options pane

  4. Click Customize User Defined Fields in the bottom left corner of the User Defined Tab

  5. Select the correct User Defined Field from the Available UDFs pane to the right UDFs pane

  6. Click Ok

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