Custom Layouts for Projects

Custom Layouts for Projects

You can customize the layouts for your projects and associate additional fields with them. We have added a new default field called 'Project Stages ' that lets you include the status of the project.  Project Stage  is a pickup custom field that has the following stages,
 
            1. Planning
            2. In-Progress
            3. Quote
            4. Negotiation
            5. Implementation
            6. Completed
            7. Closed
            8. Abandoned
 
To customize the layout of your project,   
  1. Go to Setup on the top right corner and click Project under Custom Layouts and Fields.
  2. You will find the Standard Layout which will be applied to your projects by default.
  3. Click +Layout.
  4. Fill in the details and click Create  .
  5. Once your layout is created, start customizing it by adding fields from the left panel. 

  6. Click Save just to save the layout. If you'd like to associate the layout to certain profiles or projects, click  Associate and choose the respective option.
  7. Click Associate to save the settings


Note:   
  1. A maximum of 50 custom project stages can be added.
  2. Default project stages cannot be edited or deleted.
  3. The Project Stage field cannot be edited or deleted.
  4. Lookup custom field can be created only in the Projects module.
  5. Profiles can be associated while creating project layouts. Only users with those profiles can create/update project with that layout.
  6. If a custom project stage is deleted, projects at that stage will be moved to the default stage based on their status.
             Active Project - Planning
             Archive Project - Closed
            Trash project - Completed
            Project Template - Implementation


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