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Fields Tab

 
Use this tab to customize fields by marking them as required and/or supplying a default value. Settings can be at portfolio, program or project levels. Not all record types or fields within them are available.
 
Fields Tab
1

Entities Dropdown

1. Entities Dropdown
Select a level at which the settings will be applied: portfolio. program or project.
2

Record Type Explorer

2. Record Type Explorer
Click on a record type in the explorer to display it's fields
3

Record Type Field

3. Record Type Field
Read only. The record type selected in the Record Type Explorer
4

Field Name Field

4. Field Name Field
This field is read only. The name of the field.
5

Required Checkbox

5. Required Checkbox
Place a check in the box to make the field required. If the field is required the user will not be allowed to save the record until data has been entered in the field.
6

Default Value Field

6. Default Value Field
Enter a default value to appear in new records of the selected record type. The data format varies, according to the data type of the field.