Settings > Projects > Custom fields
Up to 80 custom project fields are available to track information. Add and edit new custom fields or existing fields. Custom fields can be mandatory or optional, private or public.
Only users with Manage Settings permissions can add or edit custom fields.
Add or Edit a Custom Project Field
Under the Settings > Projects section, a set of default fields appear in the blue-shaded box. These fields cannot be removed. The is a mandatory field.
Add or edit custom fields in the Custom fields section. The Add custom field button adds a custom field and the pencil icon edits an existing custom field.
When adding or editing a custom field, choose from seven different field types:
- Single list selection
- Multi list selection
- Date selector
- $ Value
The blue star icon makes the field mandatory.
The blue eye icon makes the field private. Only Administrators, Manage All, and other custom permission groups with View Private Fields functionality are able to view this field.
Some common examples of custom project fields used are Job Number, Phase, Division Code, Project Number, Type of Work, Contract Value, Owner, Units, City, State...
Items created for list selection fields are customizable and can be edited.
Note: Custom Fields can't be created if they start with Phase names + "start" or "end" (ie. "Preconstruction Start" or "Precon Start" as a custom field when the phase is titled "Preconstruction"). This rule is in place to avoid potential confusion caused by duplicate project-related columns under the List views.