Role - User Defined Fields

User Defined Fields (UDFs) are custom fields your organization has created. From here you can view and edit the values stored in them. To define your own user defined fields, see User Defined Fields Editor.

To reach this screen open a role and click UDFs.

Permissions and Settings

You can view a role, and these UDFs, if you can view a project. The following permissions grant view access:

You are the engagement manager
You are the project manager
You can Act as PM on the project
You have the cost center permission Maintain Projects and Engagements
You have the cost center permission View Projects

The following people can edit UDFs:

Anyone with the cost center permission Maintain Projects and Engagements
Engagement/Project Managers with the stage permission Create Roles for the project's current stage

To edit available UDFs, see the User Defined Fields Editor

Edit

The types of edits you can perform depend on the UDF type.