When a plan is refreshed with information from the associated project, there may be a specific set of attributes. Information about an item that shows in a box or column of a view that your organization always wants to be refreshed. For example, your organization may always want to refresh the Actual Finish attribute for tasks. Therefore, you can set this as a refresh attribute and the next time an item owner refreshes their plan, the corresponding information from the associated item appears in the Actual Finish attribute for the plan. You can allow users to make their own attribute selection and to reorder attributes, if you so choose.
To set attributes to refresh
- From the top-level navigation, open the Admin module.
- Select Customization.
- Select the Microsoft Project Settings tab.
- Select the Refresh Attributes tab.
- On the Task Attributes tab, select the attributes you want to be available from the list of available attributes.
- On the Resource Attributes tab, select the attributes you want to be available from the list of available attributes. You can include resource calendars (Include Calendars) and resource rates (Include Rates).
- On the Assignment Attributes tab, select the attributes you want to be available from the list of available attributes.
- For each tab, you can allow users of Microsoft Project to override attributes defined here (and to select their own attributes) by selecting Allow User To Override Attribute Selection.
- For each tab, you can allow users of Microsoft Project to reorder the attributes when refreshing data by selecting Allow User To Reorder Attributes.
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Click Save
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