Skip to main content
Language Selector

  1. Other Languages

    (machine translation)

Planview Customer Success Center

Manage Custom Fields

  1. Last updated
  2. Save as PDF

Manage Custom Fields

Custom fields allow Workspace administrators to create additional data fields for items in the workspace, such as Cards, Documents, Activities and Milestones. This enables administrators to fine-tune ProjectPlace tools to fit their needs.

Workspace administrators can create custom fields through the Workspace Administration tool.

The following custom field types are available.

  • Text
  • Drop-down list
  • Time
  • Date
  • Multi-select
  • Numeric (including negative and decimal values​)
  • Currency
  • Percentage

Create a Custom Field

To create a custom field:

  1. Navigate to a workspace you are a member of.
  2. In the workspace toolbar, click the Administration menu and select Custom fields.

    create a custom field 1 2.png

  3. In the Custom fields section, use the tabs to select the tool (Cards, Activities, or Documents) for which you would like to create a custom field.
  4. Click Add Custom Field icon Image.png Add a custom field. You can also click Add Custom Field icon Image.png Create from existing custom fields option to create a new custom field based on an existing one.
  5. Select the custom field type from the available list.

    Create a Customer Field 2.png

  6. In the window that appears, enter a Label and Hint for the new field.
  7. Click Save.

    create a custom field 67.png

Users can reuse existing custom fields in more than one location. You can use the same custom fields in cards as you do with activities so there is no need manually recreate the custom fields you use in each instance.

Edit a Custom Field

To edit an existing custom field:

  1. Navigate to a workspace you are a member of.
  2. In the workspace toolbar, click the Administration menu and select Custom fields.

    create a custom field 1 2.png

  3. In the Custom fields section, use the tabs to select the tool (Cards, Activities and Milestones, or Documents) that contains the custom field you want to edit.
  4. Hover over the custom field and click Edit.

    edit a custom field 3 4.png

Archiving a Custom Field

Workspace administrators can archive a custom field. When a custom field is archived, it will not be visible in the user interface, but all the data previously entered will be preserved. If a custom field is reactivated, the data associated with the custom field will become available.

To archive a custom field:

  1. Navigate to a workspace you are a member of.
  2. In the workspace toolbar, click the Administration menu and select Custom fields.

    create a custom field 1 2.png

  3. In the Custom fields section, use the tabs to select the tool (Cards, Activities and Milestones, or Documents) that contains the custom field you want to archive.
  4. Hover over the custom field and click Archive.

    archive custom field 34.png

  5. In the new window that appears, click Archive. The custom field will be archived and moved to the Archived section.

    Archive a custom field 2 mm.png

Reactivate a Custom Field

To reactivate an archived custom field:

  1. Navigate to a workspace you are a member of.
  2. In the workspace toolbar, click the Administration menu and select Custom fields.

    create a custom field 1 2.png

  3. In the Custom fields section, use the tabs to select the tool (Cards, Activities and Milestones, or Documents) that contains the custom field you want to reactivate.
  4. In the Archived section, hover over over the custom field and click Reactivate.

    reactivate custom fields 3 4.png

  5. In the new window that appears, click Reactivate. Previously entered values will be preserved and made available.

    Reactivate a custom field 2 mm.png

Delete a Custom Field

  1. Navigate to a workspace you are a member of.
  2. In the workspace toolbar, click the Administration menu and select Custom fields.

    create a custom field 1 2.png

  3. In the Custom fields section, use the tabs to select the tool (Cards, Activities and Milestones, or Documents) that contains the custom field you want to delete.
  4. Hover over the custom field and click Delete.

    delete a custom field 3 4.png

  5. In the new window that appears, click Delete.

    Delete a Custom Field.png

 When you delete a custom field, any values entered from the deleted custom field will also be deleted.

 

  • Was this article helpful?
Leave feedback