Overview
The Custom Fields tab allows you to define and manage project-specific fields that are not available in the standard CORE layout. This functionality helps capture additional information tailored to your company's internal workflows, reporting requirements, or industry-specific needs.
From this tab, you can create custom fields of various types, such as text boxes, drop-down lists, date pickers, and numeric fields, to collect and store project details that are unique to your business processes. When created, these fields appear on the project record and can be updated as needed. You can enter custom field values for each project to ensure consistent and accurate data tracking. Check out Custom Fields for details.
How To
Add Custom Fields
Using custom fields, you can track extra characteristics and attributes of your projects. You can even customize these fields in the Custom Labels screen. For example, if you want to add the name of your company’s principal or in-charge in the Projects screen, you can easily do that by changing the field label to Principal or creating a new custom label.
To add a custom field, watch this video or follow these steps:
- Open the Projects screen from the side menu > Projects .
- In the list view, click
on a project row and select View Details.
- In the Project Center view, go to the Settings > Custom Fields tab click Add Custom Field.
- Select the type of field you want depending on the purpose, say Text Box.
- On the Add Text Box dialog, enter the required information:
- Name
- Type
- # of Characters
- Check Show in List View if you want this field to appear under the Show/Hide Columns list and show up on the grid. Click Save.
Note: You can display a maximum of three custom fields on the list view per screen.
You can also check the detailed video on managing custom fields in CORE.