Track as much information on projects as you would like, with up to 80 custom fields available. It’s very easy to add new custom fields or edit existing fields, with many different types of fields to choose from. 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 can not be removed. The blue star denotes a mandatory field.
Add or edit custom fields of your choice by going to the Custom fields section. The ADD CUSTOM FIELD button lets you add a custom field. The pencil icon lets you edit an existing custom field. When adding or editing a custom field, you can choose from seven different field types.
The blue star icon makes the field mandatory.
The blue eye icon makes the field private. Only Administrators, Full Contributors, 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...
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 List views.