Creating Custom Project Fields

You can add, edit, or delete custom project fields for your projects. For example, you can add a check box to say whether the project is for non-billable clients. You can also change the order the custom fields will display in the project. 

Custom fields display on the Custom Fields window on the project profile. The Custom Fields window only displays if you selected to use custom fields on the General Information window of the project profile.

This window displays when New or Edit is selected while performing the Managing Custom Fields for Projects procedure.

To create a custom project field, do the following:

  1. Do one of the following: Open Dashboard, click Application Links on the navigation panel, and then click Lists under Firm.Open Workstream, and then click Lists in the Manage group on the Manage ribbon.
  2. Select Workstream List > Custom Fields on the navigation panel.
  3. Do any of the following:
    • Add a record. Click New on the button bar.
    • Edit a record. Select a row in the grid and click Open on the button bar, or right-click a row and select Open from the menu.
  4. Enter a unique label for the custom field or edit the existing label.

    Note: The name for the custom field must be unique in the system.

  5. Select a type from the list. The available fields in the Field options section of the window depend on the type selected.
  6. Enter or select a default value for the field, if needed.

    7. ClosedCurrency

    • Minimum value. Use the up/down arrows to select a minimum currency value for this field.
    • Maximum value. Use the up/down arrows to select a maximum currency value for this field.

    ClosedDrop-down List

    • Maximum length. Set the maximum number of spaces for entries in lists.
    • List values. Enter values in the grid and select the order in which values should display in the custom field drop-down list. Right-click the grid to select from the following options:
      • New. Insert a new row in the grid.
      • Edit. Display the selected row in edit mode, allowing you to change the value.
      • Delete. Permanently remove the selected row from the grid.
      • Move Up. Reorder the selected row up one position in the grid.
      • Move Down. Reorder the selected row down one position in the grid.
      • Select All. Select all records in the grid.
      • Print. Print the grid contents.
    • Allow other values. Select the check box to permit users to enter values other than those in the defined list of values. Manually entered values exist only where they are entered, and are not added in the List area.

    ClosedNumber

    • Minimum value. Use the up and down arrows to select a minimum numerical value for this field.
    • Maximum value. Use the up and down arrows to select a maximum numerical value for this field.

    ClosedText

    • Maximum length. Set the maximum number of spaces for entries in text fields.
  7. Set the default value to display in the custom field when creating a project.
  8. Click one of the ClosedSave buttons or Cancel.