Deltek Vision Tool: Create and Edit Custom Fields

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If you have data that doesn’t fit into any standard Deltek Vision fields or grids, you can create a custom field or grid. This section outlines how to create a custom field, rather than a custom grid, because that tends to be done more frequently by Information Managers.

Information Managers in KA Advance often use custom fields to track data used for proposals such as each employee’s office location, frequently marketed projects, and LEED projects’ certification type and status.

All custom field work is done on the User Defined Components screen. To get there, click on the Configuration bar on the left of your Deltek Vision screen, expand the Generalsection, and select User Defined Components.

Select the Info Center in which you’d like to add or edit a custom field from the Applications drop-down at the top of the screen.

Click the Custom Fields tab. (Incidentally, if you’re looking to create a custom grid, just select the Custom Grids tab instead at this point of the process).

Click Insert to add a field.

You’ll set up your new field using the columns in the Custom Fields grid, starting on the left side of the grid and working your way to the right.

  1. Select the tab you want your field to appear on from the Tab column.
  2. Enter the name of your field in the Label column. The Database Column Name will auto-populate if you click in that column, or any other column.
  3. In the Data Type column you will see an extensive list of data types to choose from,select the Data Type that is most appropriate for your field. 
    Datatypes that KA Advance community members use most are:
    • Character (limited to 255 characters)
    • CheckBox
    • Currency
    • Date
    • Dropdown
    • Numeric
    • Memo (good for longer text, character limit is 8,000 characters)
  4. Each data type has different options associated with it. Scroll to the right of the Custom Fields grid to see these options and make changes to them as needed. Examples of the options conferred upon a Data Type include:
    • A List of Values for drop-down columns.
    • A Default Value (Checked/Unchecked) for CheckBox columns.

When you are done, click the Save button in the upper left corner of the page.

To edit a custom field that has already been created, navigate back to this area and find the field you want to edit. You will be able to edit everything about the field except the Database Column Name, and in many cases, the Data Type.

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