Custom Field Add-On

Overview of how to create, manage, and use Custom Fields in Project Insight

Transcript:

Today, we are going to be talking about custom fields and Project Insight, including what they are, how to install the Custom Fields add-on if you haven't already, and how to create and modify your own custom fields, as well as one real use case for them.

To begin, you're going to want to navigate to the Project Insight homepage. If you don't already have the Custom Fields add-on installed, you can click on "Add-ons." Once on the add-on screen, you can click "Get More Add-ons." You should see "Custom Fields" under featured add-ons. Click "Install," and once installed, click "Configure" to navigate to Custom Fields.

From now on, you'll click on "Admin," and then in the left sidebar under "Custom," you'll see "Custom Fields." Click on that, and you'll be directed to the Customization Administration page. Once on the Customization Administration page, you'll see different icons indicating what kind of item or form you want to create a custom field for. For this video, we'll be creating a custom field for a project.

To add a custom field, you just need to click the plus "Custom Field" button. For the purpose of today's video, we're going to make a "Scheduled Delivery Date" custom field, as this field is not included in Project Insight by default. First, we're going to navigate to Input Control. This determines what kind of custom field this will be; for our purposes, it's going to be a date selector.

The Input Location determines where the custom field will appear when filling out the form, whereas the Display Location determines where it will be once the form is already filled out. The Field Order determines exactly where it will be in relation to the other fields on the form. The Required Field determines whether it's mandatory when filling out the form, and the Active Field determines whether it is currently active. Inactive fields won't be shown and are simply used if you want to keep the field stored for later use.

Now, let's save the field as it is and see how it looks when creating a new project. As you can see when saving the field, there is a basic representation of it in the Custom Fields project folder. When adding a project, the default does not include the Scheduled Delivery Date field. However, if I refresh the page, you'll see that our custom Scheduled Delivery Date field is there under "Scheduled Start Date."

If there's something we want to change about our new custom field, we can just click the field name, and we'll be brought back to the custom field creation screen. Now, let's go over one other important field that isn't displayed on the general tab. By going to the Reporting tab, we can click the "Show Report Filter" checkbox. This will determine whether you can filter by this custom field when making a project report.

Now you can click "Save" once again, and you've just edited your custom field. That's all you need to know to create and edit a basic custom field in Project Insight.