Projects and Construction: Project-Related User-Defined Fields

MYOB Acumatica 2026.1.1 intelligently supports user-defined fields across project templates, projects, project quotes, and tasks. When you create records based on other records, the values of shared user-defined fields are automatically carried over as default values, helping you maintain data consistency. The system can copy values across these records only if you've added the user-defined fields to each of the applicable forms.

Attention: To perform system-wide configuration of data entry forms, including adding user-defined fields, your user account must have the Administrator and Customizer roles.

User-Defined Fields in Project Templates and Template Tasks

You can now add user-defined fields and specify their values in a project template on the Project Templates (PM208000) form. Below you can see user-defined fields that have been added to this form, along with the values specified for the PROGRQ project template.

Figure 1. User-defined fields of a project template and their values


When you create a project on the Projects (PM301000) form and select this template, the system copies the template’s values of shared user-defined fields to the project.

Figure 2. Values of user-defined fields copied from the project template


Similarly, you can add user-defined fields to the Project Template Tasks (PM208010) and Project Tasks (PM302000) forms and specify their values in a template task. If a project template includes this template task, the system copies the values of its user-defined fields to each project task created from the task template.

User-Defined Fields in Project Quotes

Consider this scenario:

  • You’ve defined the same user-defined fields on these forms: Project Templates (PM208000), Projects (PM301000), and Project Quotes (PM304500).
  • The PROGRQ project template has values specified for these user-defined fields.

Now you’re selecting the PROGRQ template in a new or existing project quote on the Project Quotes form. The system copies the project template’s user-defined field values to the project quote in either of these cases:

  • The Estimation tab has no lines added.
  • The Estimation tab has lines, and you click Yes in the Apply Template to Quote dialog box (see below).
Figure 3. Selecting a project template in a quote with estimated costs


If you then convert the project quote to a project, you can copy the user-defined field values to this project:

  1. While viewing the project quote on the Project Quotes form, click Convert to Project on the form toolbar.
  2. In the Convert to Project dialog box, select the new Populate User-Defined Fields check box (see below).
  3. Click OK. The system creates a project based on the quote, opens it on the Projects form, and populates the project’s user-defined fields with the quote’s values.
Figure 4. The new check box


Copying of User-Defined Field Values from a Project

When you're working with an existing project on the Projects (PM301000) form, the system copies its default user-defined field values to these newly created records related to the project:

  • A project template when you click Create Template
  • A project when you click Copy Project
  • A common task when you click Add Common Tasks on the Tasks tab

Learn More

Need more details on user-defined fields? See Adjustment of the MYOB Acumatica UI: Managing User-Defined Fields.