Project Custom Fields

✔️ Project custom fields allow users to add job-specific details that may or may not impact compliance requirements. You can create informational fields or fields tied to specific compliance requirements in the Workspace Settings menu under Custom Fields - Project.

1️⃣ Access Custom Fields Settings – Navigate to Workspace Settings and click on the "Custom Fields" section.

2️⃣ Create a New Custom Field – Click "New Custom Field" and enter a meaningful name (e.g., Project Admin).

3️⃣ Choose Field Type:

4️⃣ Set Up Informational Fields (Optional) – For tracking details like project ownership, select "Dropdown" and add options.

5️⃣ Tie Custom Field to a Compliance Requirement (Optional) – Click "Associated Requirements," select an applicable requirement, and configure necessary wording.

6️⃣ Apply Custom Fields to a Project – After creating a project, navigate to the "Custom Fields" tab and enter the required values.

7️⃣ Use Filters for Organization – Filter and save views based on custom field data for streamlined project management.

💡 Custom Field Not Appearing? → Solution: Ensure the field was created in Settings and applied to the project.

💡 Incorrect Value Format? → Solution: Check the field type (e.g., "Number" fields only accept numerical values).

💡 Requirement Not Linked? → Solution: Verify that the custom field is associated with a compliance requirement in the setup.

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