Which fields on the create or update project page can be configured as required, optional, or hidden?
Background
Certain fields on the project page (available when you create or update a project) can be be configured as required, optional, or hidden. For example, if you want to make an important field required for project creation, or hide a section that is not relevant, you can configure these preferences on the Fieldset page in the Company level Admin tool.
NoteUnlike configurable fieldsets for other tools, only one fieldset can be created for the project page, and the fieldset will apply to all new and existing projects. See Create a Project Fieldset.
Unlike configurable fieldsets for other tools, only one fieldset can be created for the project page, and the fieldset will apply to all new and existing projects. See Create a Project Fieldset.
Answer
The table below details the settings that are supported by the configurable fieldsets function in the project's Fieldset tab.
Note:
A GREEN checkmark (
) indicates the field can be configured to this setting.A RED 'x' (
) 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.
Field Name | Required | Optional | Hidden |
|---|---|---|---|
Accounting Project Number |
|
|
|
Active |
|
|
|
Actual Start Date |
|
|
|
Address |
|
|
|
Bid Type |
|
|
|
City |
|
|
|
Country |
|
|
|
County |
|
|
|
Departments |
|
|
|
Description |
|
|
|
Designated Market Area |
|
|
|
Fax |
|
|
|
Flag |
|
|
|
Latitude |
|
|
|
Logo |
|
|
|
Longitude |
|
|
|
Office |
|
|
|
Owner Type |
|
|
|
Parent Project |
|
|
|
Phone |
|
|
|
Photo |
|
|
|
Program |
|
|
|
Project Name |
|
|
|
Project Number |
|
|
|
Project Template |
|
|
|
Projected Finish Date |
|
|
|
Region |
|
|
|
Square Feet |
|
|
|
Stage |
|
|
|
State Code |
|
|
|
Store |
|
|
|
Timezone |
|
|
|
Type |
|
|
|
Warranty End |
|
|
|
Warranty Start |
|
|
|
ZIP |
|
|
|
