Selecting Firm Custom Fields for a Project Type

The Firm Custom Fields window allows you to assign custom fields to a project type. The window displays available custom field selections that have been entered in Managing Firm Custom Fields for a Project Type.

When you assign custom fields to a project type, they are available for assignment to any templates and projects created from the project type.

To assign custom fields to a type, do the following:

  1. Do one of the following to open the Types list:

    • In Dashboard. Click Application Links, and then click Configuration > Project types under Workstream.
    • In Workstream. On the Manage ribbon, click Types.
  2. Select a type in the grid and click in the button bar, or right-click and select Open from the menu to display the Project Type profile.
  3. Click Custom Fields on the navigation panel.
  4. Click Firm Custom Fields on the button bar, or right-click the grid and select Firm Custom Fields from the menu. The window that displays contains two grids:
    • The Available (top) grid contains custom fields that can be assigned to the type.
    • The Selected (bottom) grid lists the custom fields that have already been selected for assignment to the type, if any.
  5. Do any of the following, as necessary:
    ComponentDescription

    Assign

    		Adds the selected field to the Selected list.

    Assign All

    		Adds all fields to the Selected list.

    Unassign

    		Removes the selected field from the Selected list.

    Unassign All

    		Removes all fields from the Selected list.

    6. Note: Selecting Unassign All does not remove assignments that have been saved to the project type.

  6. Click OK.

Note: If you have been given the appropriate assigned rights, the Add Firm Custom Fields and Edit Firm Custom Fields buttons display at the bottom of the window. Use these buttons to make additions or changes to the items that are set up for your firm, if necessary.