Adding a custom item is done through the Administration > Customization > Custom Items

The resulting window will display a Custom Item - Add screen with 7 tabs (General, Options, Name & Numbering, Property Mappings, JavaScript, CSS, Email Notification HTML/PIML).

Give the Custom Item a name to create a custom item which your team can use just like any other object in Project Insight.

General Tab

Name: The name or type of item or object the custom field are associated with

Name (Plural): Plural name of the item 

Parent Item Types: The item types under which this custom item is allowed to be added

Enable as List in Views Menu for: Allows this custom item to be added to the Views menu

Enable as List in tab on Display for: Adds a list of the item in a separate tab on the display page.

• Currently only available for the Project Overview

Icon: Icon item will be displayed with

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

Options Tab

Enable Dashboard Mode on the Input/Display Form: Enables the grey background with white content boxes for the input/display form. Note when using tabs, all tabbed content appears in a single white content box with tabs as content separator

Enable Display Editing: Turns on the ability to edit certain custom fields directly on the display form

Enable Inline Editing: Enables the option to inline edit the item

Enable Add Item from Report: Enables the option to add a new custom item from the report

Enable Visible to Client Option: Enables the option to make the item visible or not in the client view

Disable Team Assignment Takeover Option: Disables the dialog box which appears when the custom item is assigned to a team

Enable Attachments: Allows for files and other items to be added to the custom item

• Enable File Upload On Input Form: Enable files to be added to the custom item assuming attachments are enabled

Enable Open/Close: Enables the item to be set to closed

• By default all items are initialized as open

Disable Delete: Disable the ability to delete items of this type

Enable Time Entry: Enable time entry on the Custom Item

Auto Populate Assigned To With Creator:  Auto populates the assigned to field when adding a new item with the person who is creating the item

Enable Home Screen: Enables a Home Screen icon

• Requires that a User Assignment Selector exists on the form

Enable On Work List:  Enables the item to show up on a user's work list

Enable Linking Items: Enables the ability to add item links

Enable Item To Be Publicly Submitted:  Enables to ability for the item to be publicly submitted

Custom Identifier: Use the custom identifier in order to locate a specific custom item when using the REST API or other programmatic purposes

Name & Numbering Tab

Item Name Populated By: The field the item name is populated by

Item Name Prefix: The prefix to add before the input value of the item name column.

• You must add a space at the end of the prefix to have a space applied between the prefix and the name

Item Name Suffix: The prefix to add after the input value of the item name column.

• You must add a space at the front of the suffix to have a space applied between the suffix and the name

Auto Number Type: The type of sequential auto-numbering to use with the custom item. (Individual custom item, or pull from the global numbering

Item Number Initial Value: When specified, the item number will begin with this number, provided it is above the current numbering level

• The default start for item numbers is 1

Item Numbering Digits: When specified, the item number will be padded with leading zeros so that that number is a certain length.

• For example a value of 5 means the first item number will start at 00001, and the 245th number would be 00245

Item Number Prefix: The prefix to add to the item number.

• May contain PIML code to dynamically add the value of corelated data

Item Number Suffix: The suffix to add to the item number.

• May contain PIML code to dynamically add the value of corelated data

Item Number Sequence Shared From: When specified, the item number sequence will be shared with the specified item. Allows for multiple different custom items to use the same based.

• For example, Custom Item A, will have item number value of 1, and then Custom Item B will have item number value 2, and then Custom Item A will have item number value 3, sharing the same sequence of numbers

Enable Item Number + Name On Page Title: Shows the item number with name on page titles

Enable Item Number + Name Globally: Shows the item number with the name globally

Property Mappings Tab

Start Date Field #; The custom field number which has the value which will be input into the base StartDate column.

• If unset, then no value will be entered into the base StartDate field

End Date Field  #: The custom field number which has the value which will be input into the base EndDate column.

• If unset, then no value will be entered into the base EndDate field

Duration Field #: The custom field number which has the value which will be input into the base Duration column.

• If unset, then no value will be entered into the base Duration field

Work Status Field #: The custom field number which has the value which will be input into the base WorkStatus column.

• If unset, then no value will be entered into the base WorkStatus field

Priority Field #: The custom field number which has the value which will be input into the base Priority column.

• If unset, then no value will be entered into the base Priority field

Work Hours Field #: The custom field number which has the value which will be input into the base WorkHours column.

• If unset, then no value will be entered into the base WorkHours field

Company Field #: The custom field number which has the value which will be input into the base CompanyDefault column.

• If unset, then no value will be entered into the base CompanyDefault field

JavaScript Tab

JavaScript library URL(s) For The Input/Display Forms: JavaScript URL(s) to output for the input/display form. Relative or fully qualified URLs separated by a newline

Input form/Display Forms JavaScript: JavaScript code that is added to input/display form for this Item.

• WARNING, bad or malformed JavaScript can cause the form not to function properly

CSS Tab

CSS URL(s) For The Input/Display Forms: CSS URL(s) to output for the input/display form. Relative or fully qualified URLs separated by a newline

Input/Display Form CSS: CSS code that is added to the input/display form for this item

Email Notification Tab

Email Notification Content (HTML/PIML): Adds HTML and PIML code into the body of the notification emails about the item.

• Use PIML to dynamically output specific values in the body of the notification emails