A project layout is used to create a form where the project details are collected. You can create different project layouts based on your project requirements. Initially, all projects will be associated with the standard layout. If the standard layout is modified, the changes will be reflected in all the associated projects.
A set of sections form a layout. Similar attributes are placed inside a section. Every project layout will have two default sections - Project Information and Budget. You can also create your own section and use it in your layout. Learn more about customizing sections.
A section named Schedule Reviews can accommodate fields such as First Review, Second Review, and Third Review.
A set of sections form a layout. Similar attributes are placed inside a section. The standard layout of the project will have two default sections- Project Information and Budget. You can also create your own section and use it in the standard layout.
Customize fields to collect project details based on your project requirements. You can add a new field or an existing field to your layout.
The default fields can neither be edited nor deleted. They can only be reordered. The following are the default fields in Project Information and Budget sections of a project layout.
You can create the following custom fields:
Field Type
|
Description
|
Single-Line Text
|
Add one line of text. This field can be marked as Personally Identifiable Information (PII). If you select
Encrypt Field, the data will be encrypted at the back-end.
|
Multi-Line Text
|
Add multiple lines of text. Hit
Enter to key in more information. This field can be marked as Personally Identifiable Information (PII). If you select
Encrypt Field, the data will be encrypted at the back-end.
|
Pick List
|
Create your own drop-down using a pick list. Set values and wrap them under a pick list as per your business needs. Enter valid data in the editable text area and click
Add Value. Click the cross icon
beside a value to delete it.
|
Multi Select Pick List
|
Create drop-downs with multiple selections.
|
User Pick List
|
Use this field when you have to store usernames.
|
Multi User Pick List
|
Use this field when you have to store and select multiple users from the drop-down.
|
Date
|
Store dates in this field.
|
Number
|
Store numbers in this field. A number can have a maximum of 19 digits. You can either store an integer or a decimal in this field. This field can be marked as Personally Identifiable Information (PII). If you select
Encrypt Field, the data will be encrypted at the back-end.
|
Phone
|
Store contact numbers in this field. This field can be marked as Personally Identifiable Information (PII). If you select
Encrypt Field, the data will be encrypted at the back-end.
|
Email
|
Store email addresses in this field. This field can be marked as Personally Identifiable Information (PII). If you select
Encrypt Field, the data will be encrypted at the back-end.
|
URL
|
Store URLs or links in this field. This field can be marked as Personally Identifiable Information (PII). If you select
Encrypt Field, the data will be encrypted at the back-end.
|
Custom fields can be edited only in the Enterprise plan.
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