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SUPPORT Q&A - How to add customer to "Project Form" ?

robinbr84 - Monday, January 23, 2012 8:33 AM:

Hi, 

I am trying to setup Aras for my company and I want to modify the Project list view a bit.
I already managed to add a textfield for our own "project numbers" in the Project Form and added them to the Project ItemType so that it shows up in the list of all our projects.

Now to my problem:

I want to add "Customer" in the Project Form aswell so that I can choose which customer I want from a list with our predefined customers. And then make it show in the list of all my projects when I click "projects" under "portfolio".

 

Does anybody know how?

I can't find it anywhere.

 



Yoann Maingon - Wednesday, January 25, 2012 12:00 PM:

Hi Robin! It's all in the documentation.

Here would be the high level process:

  • You should first edit your Project Itemtype to add the customer property to the project itemtype
  • the customer property should be of type item and you should select then the Customer ItemType
  • From now you have it appearing in the project list
  • now you need to edit the Project form, add the customer field from the dropdown list "unused properties"
  • And that's it !!!

Should be pretty easy.

Best,

Yoann