How to add additional item data.
To add more information to an item and have it appear on the plan:
Click Items.
Click Additional Item Data.
Click Edit.
Click New Row.
Enter a meaningful Code and Display Name. The tick boxes at the end have the following options:
Allow for Colour By: This option will be available in the Gantt chart colour by menu at the top.
Show in Task Overview: The details of the entry will be available as an option in the Task Overview, so the text can be seen on the Gantt chart.
Show in Planning Screens: Will be available on the Planning Screens.
Global: Can be seen on all Plans.
Type: For some, it is so that the particular type of data can be just added. The ones that are of this type are 'Integer', 'Decimal', 'Date / Time', 'Colour' and 'Text'.
Yes / No: This will add a check box which can be ticked for yes or left blank for no.
Lookup Table: If this is chosen, then the details of the table can be entered by, from the main screen, going to Tools, Custom Lists….
Choose the correct list from the drop-down, which will be the same as the setup above and then enter the different options as required.
When these are all added, when editing an item, they will be found at the end and can be entered as appropriate.