Page tree

Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.


Project Field Manager allows you to add custom fields on the project level.

Step 1 - Create Project Field

Go to the Project Fields, click on "Add Project Field" and choose what type of cutom fields you would like to add to you project.

Currently you can choose from:

Short Text FieldDateUser pickerSelect UserFraction numberNumberSingle selectRadio button
Long Text AreaDate with timeMulti user pickerSelect UsersNumber with fractionSimple IntegerSelect value from listText Field with formatting

Step 2 - Add Field details & Field configuration

You can add a Name of the Field for example: Cost Center, Priorities, Size, Budget etc., the Description and values depending on the field type you have chosen.

There is always an option to edit and/or delete the Field and it's configuration.

Step 3 - Add Field to the Screen

Once you have your Field ready you should decide on which Screen do you want it to be visible. The Screen Scheme will be created automatically.

Step 4 -

Add Screen to the Screen SchemeTo be visible, you need to add previously chosen Screen to the Screen Scheme.

Edit or make changes Screen Schemes if needed