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

Background

Certain fields in the RFIs tool can be configured as required, optional, or hidden. For example, if you want to make a field required, or hide a section 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. Not all fields are configurable. Fields not available for configuration are in gray italics with the default setting marked in the table. See Create New Configurable Fieldsets.

In the table below:

  • A GREEN checkmark Icon Permissions Access Check indicates the possible settings for the field.

  • 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.

Answer

The table below details the settings that are supported by the configurable fieldsets function in the project's RFIs tool.

Field Name

Required

Optional

Hidden

Assignees

Icon Permissions Access Check

Icon Permissions No Access X

Icon Permissions No Access X

Cost Code

Icon Permissions Access Check

Icon Permissions Access Check

Icon Permissions Access Check

Cost Impact

Icon Permissions Access Check

Icon Permissions Access Check

Icon Permissions Access Check

Distribution

Icon Permissions Access Check

Icon Permissions Access Check

Icon Permissions Access Check

Drawing Number

Icon Permissions Access Check

Icon Permissions Access Check

Icon Permissions Access Check

Due Date

Icon Permissions Access Check

Icon Permissions No Access X

Icon Permissions No Access X

Location

Icon Permissions Access Check

Icon Permissions Access Check

Icon Permissions Access Check

Private

Icon Permissions No Access X

Icon Permissions Access Check

Icon Permissions No Access X

Project Stage

Icon Permissions No Access X

Icon Permissions Access Check

Icon Permissions Access Check

RFI #

Icon Permissions Access Check

Icon Permissions No Access X

Icon Permissions No Access X

RFI Manager

Icon Permissions Access Check

Icon Permissions No Access X

Icon Permissions No Access X

Received From

Icon Permissions Access Check

Icon Permissions Access Check

Icon Permissions Access Check

Reference

Icon Permissions Access Check

Icon Permissions Access Check

Icon Permissions Access Check

Responsible Contractor

Icon Permissions Access Check

Icon Permissions Access Check

Icon Permissions Access Check

Schedule Impact

Icon Permissions Access Check

Icon Permissions No Access X

Icon Permissions No Access X

Sub Job

Icon Permissions No Access X

Icon Permissions Access Check

Icon Permissions Access Check

Spec Section

Icon Permissions Access Check

Icon Permissions Access Check

Icon Permissions Access Check

Subject

Icon Permissions Access Check

Icon Permissions No Access X

Icon Permissions No Access X

See Also

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