V2 Project Attributes

📌 Applies to: TrustLayer Admins, Workspace Owners, Project Managers

📌 Issue/Question: How do I set up and use project attributes to collect and manage project-specific information or requirements?

✔️ You can create project attributes in Workspace Settings > Attributes to collect custom project details or drive specific compliance requirements.

1️⃣ Step 1: Navigate to Project Attributes

Click your user drop-down menu, go to Workspace Settings, and select Attributes. This is where you can view or manage all project attributes.

2️⃣ Step 2: Add a New Attribute

Click Add New Attribute, give it a descriptive name (e.g., “Additional Insured”), and choose a field type:

3️⃣ Step 3: Configure Attribute Settings

Decide if the attribute should be:

4️⃣ Step 4: Associate with a Requirement (Optional)

To make the attribute drive a compliance requirement, go to the Associated Requirements tab. Select a requirement (e.g., “Evidence of Insurance”) and add a custom condition like “Must be present.”

5️⃣ Step 5: Save and Use

Once saved, the new attribute will appear when creating or editing projects. Required attributes will show an asterisk (*) to indicate they’re mandatory.

💡 Common Issue 1: Special characters aren’t allowed in the input.

→ Solution: Use the Text field type, which accepts flexible input like punctuation or hyphens.

💡 Common Issue 2: An attribute isn’t showing when creating a project.

→ Solution: Make sure “Show on Project Creation” is checked during setup.

💡 Common Issue 3: Accidentally created an unnecessary requirement.

→ Solution: Edit the attribute, go to the Associated Requirements tab, and remove the linked requirement.

📚 Related Articles:

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