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Planview Customer Success Center


There are five types of fields available—text, long text, numeric, currency, and date/time.

Fields can be displayed on reports, configured screens, and column sets.

Users must have a read-write grant to the entity in order to modify alternate structure values. Additional security can be added to prevent users from seeing or modifying the value of a field.

Scripted dialogs can be used to automatically modify text fields and perform calculations on number fields.