Which fields in the Budget tool can be configured as required, optional, or hidden?

Background

Certain fields in the project's Budget tool (Budget Changes) can be configured as required, optional, or hidden. For example, if you want to make certain fields required, or hide a field that is not relevant to you and your team, you can configure these preferences in the Company level Admin tool and then apply them to one or more projects using configurable fieldsets. See Create New Configurable Fieldsets.

Answer

The table below shows which fields can be configured for the project's Change Events tool.

Note:

  • A GREEN checkmark Icon Permissions Access Check indicates the field can be configured to this setting.

  • A RED 'x' Icon Permissions No Access X indicates the field cannot be configured to this setting.

  • A field name in GRAY italics indicates the field cannot be configured from its default setting.

Field Name

Required

Optional

Hidden

Adjustment Line Items

Icon Green Checkmark

Icon Green Checkmark

Icon X Red

Attachments

Icon Green Checkmark

Icon Green Checkmark

Icon Green Checkmark

Budget Change #

Icon Green Checkmark

Icon X Red

Icon X Red

Description

Icon Green Checkmark

Icon Green Checkmark

Icon Green Checkmark

Prime Contract

Icon Green Checkmark

Icon X Red

Icon X Red

Production Quantities

Icon Green Checkmark

Icon X Red

Icon X Red

Status

Icon Green Checkmark

Icon X Red

Icon X Red

Title

Icon Green Checkmark

Icon X Red

Icon X Red

See Also

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