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Project Custom Fields

Custom fields allow you to extend the standard project data model with information specific to your organization's workflow.

Managing Custom Fields​

Project custom fields are defined at the Blueprint level. This ensures that all projects created from the same blueprint have a consistent data structure.

Defining Fields in a Blueprint​

  1. Go to Projects → Blueprints.
  2. Select the blueprint you want to modify.
  3. Click on the Custom Fields tab.
  4. Click Add New Section to create a group for your fields.
  5. Drag and Drop the desired field type from the Custom Field library (located on the right sidebar) into your newly created group.
  6. Click on the field item within the group to configure its details:
    • Label: The name of the field (e.g., "Investment Tier").
    • Type: Choose the data type (e.g., Numeric, Dropdown, Toggle).
    • Required: Toggle whether this field must be filled during project creation.
  7. Click Save in the bottom sticky bar to apply your changes.

Filling Custom Fields in a Project​

Once defined in a blueprint, these fields appear in several places:

  1. Project Creation Wizard: Step 2 of the creation process allows you to fill in the custom fields defined for the selected blueprint.
  2. Project Overview: Open a project, and you will see the Custom Fields content block on the main Overview tab, where you can view and edit these values.

Key Features​

  • Standardization: By defining fields in blueprints, you ensure consistent reporting across similar projects.
  • Flexibility: Different project types (e.g., "New Build" vs. "Renovation") can have completely different sets of custom fields.
  • Reporting: Custom fields are indexed and can be used in the Report Builder for advanced analysis.

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