You can manage custom fields that are available for a project type.
To manage type custom fields, do the following:
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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.
- 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. - Click Custom Fields on the navigation panel.
- Do one of the following:
- To assign a custom field. Click Custom Fields on the button bar, or right-click and select Custom Fields from the menu to display a list of custom fields previously created in Lists. See Selecting Firm Custom Fields for a Project Type for more information.
- To remove a row in the grid. Click Remove on the button bar, or right-click and select Remove from the menu to display a window where you can remove the selected cell.
- To reorganize the grid. Right-click the grid to display a list of options for managing the grid.
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Click one of the following:
Button Description Save Saves the changes without exiting the window. An error message displays if you click this button before entering all required information. Save & New Saves the changes and opens a new window. An error message displays if you click this button before entering all required information. Save & Close Saves the changes and exits the window. An error message displays if you click this button before entering all required information. Cancel Exits the window without saving your changes.
Explain the Custom Field components.