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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

ENITITES DROPDOWN

1. ENITITES 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 SETTINGS TABLE

4. FIELD SETTINGS TABLE
  • Field Name Field - This field is read only. The name of the field.
  • Required Field - If checked, users will not be able to save a record until the field is edited.
  • Default Value Field - Enter a default value for new records.