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,
- Go to Setup on the top right corner and click Project under Custom Layouts and Fields.
-
You will find the Standard Layout which will be applied to your projects by default.
-
Click +Layout.
-
Fill in the details and click Create
.
-
Once your layout is created, start customizing it by adding fields from the left panel.
- 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.
-
Click Associate to save the settings
Note:
-
A maximum of 50 custom project stages can be added.
-
Default project stages cannot be edited or deleted.
-
The Project Stage field cannot be edited or deleted.
-
Lookup custom field can be created only in the Projects module.
-
Profiles can be associated while creating project layouts. Only users with those profiles can create/update project with that layout.
-
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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