Which fields in the Action Plans tool can be configured as required, optional, or hidden?

Background

Certain fields in the Action Plans tool can be configured as required, optional, or hidden. For example, if you want to make a field required, or hide a section that is not relevant to you and your team, you can configure these preferences in the Company level Admin tool and then apply them to one or more projects. Not all fields are configurable. Fields not available for configuration are in gray italics with the default setting marked in the table. See Create New Configurable Fieldsets.

In the table below:

  • A GREEN checkmark icon-permissions-access-check.png indicates the possible settings for the field.

  • A RED 'x' icon-permissions-no-access-x.png indicates the field cannot be configured to this setting.

  • A field name in GRAY italics indicates the field cannot be configured from its default setting.

Answer

The table below details the settings that are supported by the configurable fieldsets function in the project's Action Plans tool.

Field Name

Required

Optional

Hidden

Action Plan Approvers

icon-permissions-access-check.png

icon-permissions-access-check.png

icon-permissions-access-check.png

Completed Action Plan Receivers

icon-permissions-access-check.png

icon-permissions-access-check.png

icon-permissions-access-check.png

Description

icon-permissions-access-check.png

icon-permissions-access-check.png

icon-permissions-access-check.png

Location

icon-permissions-access-check.png

icon-permissions-access-check.png

icon-permissions-access-check.png

Name

icon-permissions-access-check.png

icon-permissions-no-access-x.png

icon-permissions-no-access-x.png

Plan Manager

icon-permissions-access-check.png

icon-permissions-access-check.png

icon-permissions-access-check.png

Private

icon-permissions-no-access-x.png

icon-permissions-access-check.png

icon-permissions-no-access-x.png

Status

icon-permissions-access-check.png

icon-permissions-no-access-x.png

icon-permissions-no-access-x.png

Type

icon-permissions-access-check.png

icon-permissions-no-access-x.png

icon-permissions-no-access-x.png