Associate Layout with User Profiles

1. Click   in the upper-right corner of the top navigation bar.
   
2. Navigate to Customization > Layouts and Fields > projects.
   
3. Click the plus icon  to the right of the selected layout.
   
4. Select one or more user profiles from the drop-down to associate. 
   
5. Confirm your action.
   
6. Click Associate.
   

• To view the list of associated user profiles of any layout, navigate to  > Customization > Layouts and Fields > projects > Layouts.
  
• The associated user profile names will be displayed below every layout.
  

View or Edit Layout

1. Click   in the upper-right corner of the top navigation bar.
   
2. Navigate to Customization > Layouts and Fields > Projects.
   
3. In the Layouts section, you can view the list of project layouts that have been created already.
   
   • The layouts that are listed can neither be deleted or reordered.
     
   • You can associate a layout with any user profiles who can access that layout. 
     
4. Click the layout you want to edit, do the necessary changes, and save.
   

Create or Edit Section

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.

1. Click   in the upper-right corner of the top navigation bar.
   
2. Navigate to Customization  > Layouts and Fields > Projects.
   
3. Click a layout to add a section.
   
4. Drag and drop the +Add Section component from the left tray to the layout editor (main panel).
   Initially, the sections will be named "Untitled Section", "Untitled Section 1", "Untitled Section 2" as you keep adding new sections.
   
5. Hover over the section name and edit it.
   You can also add new or existing custom fields to your section.
   
6. Click Save Layout.
   

Delete Section

1. Click    in the upper-right corner of the top navigation bar.
   
2. Navigate to Customization > Layouts and Fields > Projects.
   
3. Click a layout to delete a section in the layout.
   
4. Hover over the section and click the trash icon  .
5. The     icon will be visible only when all the custom fields inside the section are removed.
6. We recommend you to remove the custom fields first and then delete the section.
   
7. Confirm your action.
   

What is a Field?

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. 

• The fields - Start Date, End Date, Project Overview, Status, Group Name, and Completion Percentage are the default fields in the Project Information section.
  
• The fields - Currency, Billing Method, Project Budget, and Default Billing Status are the default fields in the Budget section.

Create Custom Fields

1. Click     in the upper-right corner of the top navigation bar.
   
2. Navigate to Customization > Layouts and Fields > Projects.
   
3. Click a layout to add a custom field.
   
4. Drag and drop a field type from the New Fields tray into the layout editor (main panel).
   
5. Set a Default Value if necessary.
   
6. Select Mandatory checkbox if you want the field to be filled compulsorily. 
   
7. Select Insert Tooltip checkbox if you want to set tooltip information for the field. 
   
8. Click Add to Layout to include the field in the layout. When you Cancel, the field is never stored anywhere.
   

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.

Delete Custom Field from Portal

1. Click   in the upper-right corner of the top navigation band.
2. Navigate to Customization > Layouts and Fields > Projects > Fields.
   
3. Hover over the field you would like to delete.
   
4. Click the trash icon .
   
   • Deleting a custom field will affect all the projects in the portal. 
     
   • The data stored in the field will be lost.
     
5. Confirm your action.
   

Deleting a field from a portal will permanently delete it from the database.