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Using Project Fields

Projects Fields are used to "tag" Task Item answers within Projects.  By "tagging" an answer, the user will have easy access to the information across types of plans, projects or plan years.  For example, if a Task Item was tagged with a Project Field called "Top Heavy Percentage," a report or query would display the answers across all types of plans, plan years or project types that contain that Project Field name. Project Fields can also gather marketing data, launch targeted customer service blast emails or even launch other projects. 

Tier Availability: Essential, Premium, Business

Security Rights Required: Maintenance

To use Project Fields in Projects, the user must first create the desired Project Fields that will be "tagged" in a Project Template.

Creating or Editing a Project Field

To create a Project Field

  1. Click on Maintenance > List Values > Project.  Select Project Field in the List Type dropdown.  A list of any pre-existing Project Fields will be shown in the grid with a Description and a Yes/No value under the Active heading.  A value of "No" indicates that the Project Field Name will not be available for selection when adding Project Fields to a Task Items.  
  2. Click on the Add button above the top right corner of the grid.  The Add Project Field slider will appear.
  3. Type in the Display Name for the Project Field and a Description.  For example, "Top Heavy Percentage" or 2015 AFTAP"
  4. Click on the Active box and then click Save.

To edit an existing Project Field

  1. Click on Maintenance > List Values > Project.  Select Project Field in the List Type dropdown.  A list of any pre-existing Project Fields will be shown in the grid with a Description and a Yes/No value under the Active heading.  A value of "No" indicates that the Project Field name will not be available for selection when adding Project Fields to a Task Items.  
  2. Highlight the Project Field and click on the Edit button above the top right corner of the grid.  The Edit Project Field slider will appear.
  3. Edit the Display Name, Description and/or the Active status.
  4. Click Save.

Adding a Project Field to a Project Template

  1. Click on Maintenance > Templates
  2. Select the Template Type from the Template Type dropdown.  A list of the Templates saved under the Template Type will appear in the grid with a Description.
  3. Double-click the Project Name to open the Template.  The Task Groupings and Summary Tab should appear above the top left corner of the grid.
  4. Double-click the Task Grouping and then double-click the Task to display the list of Task Items from which to choose.
  5. Click on the Edit button to the right of a Task Item and the Add/Edit Task Items should appear.  Click the Project Field dropdown to display the active Project Fields.  Select the Project Field from the dropdown.
  6. The Add/Edit box shows two choices below the Project Field selection.  "Show on Project Summary" and "Show on Plan Summary".  If "Show on Project Summary" is selected, the answer recorded by the user for this Task Item will be reflected on the Summary > Project Fields Tab of a Project.  If "Show on Plan Summary" is selected, the answer recorded by the user for this Task Item will be reflected on the Plan Details > Home > Projects Fields Tab. The user may choose the select either, neither or both.

Glossary of Terms

  • Task Item: Contain the steps or instructions to complete a task

 

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