Custom Fields Settings

On the Resource Plan settings page, expand the Custom Fields topic heading.

Use this feature to create custom fields in the Resource plan.

Add a Custom Field

1. Click the Add Custom Field (+) button.

2. Complete the Add Field form.

   • Field Name: Enter the name of the field.

   • Field Type: Select the type of field - Text, Date, Number, Currency, Yes/No, Choice, User

   • Required: Select the check box to make the field required.

   • Read Only: Select the check box to make the field read only.

3. Click SAVE.

Custom Fields Menu

Edit - Open the Field form to edit the settings for the field.

Delete - Delete the field.