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 3 tabs:

General Tab

Fields to care about

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

Give the field a label or Field Name

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

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?

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

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

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

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

• Applies to numeric field types only

Hide on Print Friendly: Hide the field when printing

Table Options (Advanced)

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

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

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

Column Wrap Text: Is the length of data in the field long enough for text wrap?

• 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 (Super Techy)

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

Enable Tracked 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

Edit Permissions: 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 Item Permissions set on the item or parent
• Read: Any user who can read the custom field can edit this field

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

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

Advanced Formatting & Style

Input Label Orientation: Where do you want the label vs the input field on the Input form?

Display Label Orientation: Where do you want the label vs the input field on the Display form?

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

Input CSS Class: Apply CSS class or classes to the input control

Display CSS Class: Apply CSS class or classes to the display control

Control Cell CSS Style Text: Apply CSS style text to the table cell which contains the input or display control

Control Input CSS Style Text: Apply CSS style text to the table cell only on the input control

Control Display CSS Style Text: Apply CSS style text to the table cell only on the display control

Header Cell CSS Style Text: Apply CSS style text to the header table cell of the Field name and Display name on a form

Header CSS Style Text: Apply CSS style text directly to Field name and Display name on a form

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

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

Columns: The number of columns to display for the field

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

Input Column Span: The number of columns the input will span on the add/edit form

Input Row Span: The number of rows the input will span on the add/edit form

Input Label Hide Colon: Hide or show the colon on the input label

Input Label Apply No Wrap: Never wrap the text in the input label cell

Display Column Span: The number of columns the field will span on the display form

Display Row Span: The number of rows the field will span on the display form

Display Label Hide Colon: Hide or show the colon on the display label

Display Label Apply No Wrap: Never wrap the text in the display label cell

 More info with Custom Fields:

Can Project Resources edit Custom Fields?