📌 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?
1. Quick Answer
✔️ You can create project attributes in Workspace Settings > Attributes to collect custom project details or drive specific compliance requirements.
2. Step-by-Step Instructions
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:
Text – Freeform entry
Dropdown – Choose from predefined options
Number – Numbers only (no symbols or punctuation)
3️⃣ Step 3: Configure Attribute Settings
Decide if the attribute should be:
Required – Ensures the field must be completed
Shown During Project Creation – Makes the field visible when a new project is entered
Optional: Add a description or assign a color tag for easier identification.
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.
3. Troubleshooting & FAQs
💡 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.
4. Additional Resources
📚 Related Articles:
[How to Set Up Project Requirements]
[Understanding Compliance Profiles]
[Editing Existing Projects]
💬 Still Need Help?
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