Add Custom Fields to every item in Project Insight and string together these fields to make Custom Forms specific for your team.

The custom field definition form contains 5 tabs:

General Tab

Fields to care about

Field Name: Label/Name for the field

Input control types

Required: Is this field required when filling out the input form?

Required Inline: Is this field required when filling out information inline (i.e.Task List)?

Active: When active, this field will display for reporting and data entry

• This would be unchecked if use of the field was discontinued, but you wish to retain the existing data

Advanced Fields

Data Type: Use this if you know the difference between a String and Integer data field

• Otherwise, leave it the default

Input Location: Where should this field be when entering the information (aka input form)

• Default (called the "Normal" tab) is to hide the field in a "Custom Fields" tab separate from the native fields
• Usually Admins choose the Details/General Tab either higher or lower on the form

Display Location: Where should this field be when entering the information (aka display form)

• Default (called the "Normal" tab) is to hide the field in a "Custom Fields" tab separate from the native fields
• Sometimes this strategy is used for "Read Only" text that doesn't make sense on the Display version form
• Usually Admins choose the Details/General Tab either higher or lower on the form

Field Order: The row where the field will be displayed on the add/edit form

Display Field Order: The row where the field will be displayed on the display form

Reporting Tab

Enable as Column: Should this field be a column of data for reports?

Default Column: Is this field important enough to be default on all your reports?

• Any existing saved reports and saved displays will remain unchanged

Show as Report Filter: Will you want to report on this field?

Enable Group By: Will you use these values to group information in reports?

Enable Sum Column: Should Project Insight total this field in columns of data?

• Applies to numeric field types only

Table Column Name: The display name at the top of columns and column selector

• Sometimes the column name needs to be shorter or abbreviated to make better use of horizontal space
• For example, you may want to use a column display name of "St" instead of "State"
• This will prevent the column display from requiring additional width just to accommodate the column heading

Exclude Object Name from Table Column: When set the correlated object name will be dropped

•  For example, on a task report a field may be labeled 'Project Custom Field' when the flag is on, the column will be named just 'Custom Field' even though it is associated with the project and not directly on the task

Table Column Width: The default pixel width in a column display

• For example, setting the default column width to 100 will default the column default to 100 pixels wide when displayed in task lists and reports

Table Cell CSS Class: CSS class to apply to the table cell when showing this field in a report or list

Table Cell Style Text Style text to apply to the table cell when showing this field in a report or list

Table Column Wrap Text: Whether or not the text wraps when displayed in a table

• Text wrap will lengthen the vertical size of the display row
• Report rows with text wrap data in them will display at different row heights

Advanced Tab

Display Name: Want a different display name vs input name? If blank, the field name is used

Default Value: The default value for the control to pre-populate

Help Text: When moused over, this text will display to help a user understand the field

Placeholder Text: Placeholder Text to be used by the field

JavaScript OnChange: JavaScript code to execute when the input onchange is fired

Visibility & Display Options

Enable for Display Editing(if capable): When enabled, the field can be edited on the display page by clicking the display text.

• Note some fields, like read only text or file downloads do not support this behavior

Financial Data: (option available only on Project and Task Custom Fields) PI will display this field according to the native financial data fields rules

• Only a Project Manager on their specific projects, PMO managers or Project Report Viewers will see the data in the field

PDF Page Break: Flag indicating a page break is inserted into the PDF output

Exclude From PDF Output: Flag indicating the question is excluded from PDF output

Hide on Print Friendly: Hide the field when printing

Is Visible on Card: Flag indicating if the field should be visible on the card

Max Length: The maximum number of characters that can be entered

Columns: The number of columns to display for the field

Additional Options

Format Mask: Use a format mask to convert field types to strings when displaying information

Custom Identifier (useful for integrations): Unique Id used when you need the custom field for integration purposes

Track Changes: Should PI log changes made to this field in the item's History tab?

Read Only: The value of the field should be set via programming or integration

Exclude When Copied: When an item with this custom field is duplicated, the value of this field will not be copied to the new item

Bulk Editable: (option available only on Task Custom Fields) Field can be edited in the Task List view with the Bulk Edit feature

Permissions Tab

Note: The Permissions Tab is an Enterprise Only Feature

Read/View Limits

Limit View to PMO Managers: Only PMO managers can view this field

Limit View to System Administrators: Only system administrators can view this field

Limit View to Companies: Only users in the chosen companies can view this field

Limit View to Users: Only chosen users can view this field

Edit Limits

Limit Edit to PMO Managers: Only PMO managers can edit this field

Limit Edit to System Administrators: Only system administrators can edit this field

Limit Edit to Companies: Only users in the chosen companies can edit this field

Limit Edit to Users: Only chosen users can edit this field

Explicit Allow Edit Permissions

Explicit Allow Edit Permission: People assigned to the item or anyone with only read permissions to the item may edit this field on the display form

• Assignee: Only the user assigned to the item can edit this field
• Default: The default follows the permissions set on the field
• Read: Any user who can read the custom field can edit this field

Formatting Tab

Shared Settings

Start New Dashboard Box: When in dashboard mode, a new container box will be created just prior to this field on the input/display form.

Print Page Break on New Dashboard Box: When in dashboard mode, the container div will be set with page break on print.

Dashboard Box Div CSS: The CSS to add to the input/display div when in dashboard mode.

Outer Div CSS Class: The CSS class(es) to add to the div containing the input/display value.

Outer Div CSS Style Text: The CSS style text that is applied to the div containing the input/display value. Input valid CSS style code.

Label Div CSS Class: The CSS class(es) to add to the header div which contains the Field Name and Display Name on an input/display form.

Label Div CSS Style Text: The CSS style text that is applied to the header div which contains the Field Name and Display Name on an input/display form. Input valid CSS style code for background alterations.

Label Span CSS Class: The CSS class(es) to add to the Field Name and Display Name on an input/display form.

Label Span CSS Style Text: The CSS style text that is directly applied to the Field Name and Display Name on an input/display form. Input valid CSS style code.

CSS Class Inner Div: The CSS class(es) to be added to the div which contains the input/display control.

CSS Style Text Inner Div: The CSS style text that is applied to the div which contains the input/display control. Input valid CSS style code for background alterations.

CSS Class: The CSS class or classes to be applied to the input/display control. Input valid CSS classes from the system, or custom interface CSS file.

• Note: Some input types do not use this property and setting the value will have no effect for controls which ignore this property.

CSS Style Text: The CSS style text to be applied to the input/display control. Input valid CSS style code for text alteration.

• Note: Some input types do not use this property and setting the value will have no effect for controls which ignore this property.

Column Span: The number of columns the field will span on the input/display form.

• Note: The column span may not be honored on certain forms if the field is located in the summary or details location.

Label Hide Colon: Hide or show the colon on the input/display label.

Label Apply No Wrap: Never wrap the text in the input/display label cell.

Input Layout

Hide Input Label: Hides the input label from the add/edit form

Input Width 100%:  The input field will occupy the maximum width within the field container

 More info with Custom Fields:

Can Project Resources edit Custom Fields?