How to Create a Custom Action Item List Entity with Project for the Web

Project for the Web allows for the creation of custom entities, which provides organizations the ability to make the product capture, display and report on information that is unique to them. This powerful feature allows for the creation of custom attributes that describe our projects, views and forms that capture, update and display information, and the creation of logs such is Issues and Risks lists.

This Project for the Web Video

In this video we demonstrate creating a new Action Item list, adding a tab within the Project entity Information form, and associate it with the Project entity. The step-by-step guidance is a great way to learn more about how to customize Project for the Web as the product grows in both popularity and functionality.

What is Project for the Web

Project for the Web is all new, browser-only app designed to work seamlessly with the MS Teams & Dynamics tools. Since it’s the Microsoft Cloud, project managers, sponsors and participants only need a web browser to begin to collaborate with teammates and contribute on projects immediately. The new service for occasional or part-time project managers and self-directed work teams is intuitive like Planner, flexible and fast like Excel, and embedded with MS-Project’s rich scheduling functionality. Since, it’s built on Microsoft’s Power Platform, non-developers can leverage Power BI, Power Apps, Flow and Common Data Service, giving Project for Web wide flexibility.

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