Resource Planning Setup Guide

Navigate to the Company level Resource Planning tool.

Click the Configure Settings icon.

Click Custom Fields.

Click New or Add Custom Field.

Configure your custom field with the following properties:

• Field Name. Enter the name of the custom field.

• Field Type. Enter the type of field you are configuring.

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  • Text: Enter words or a short phrase as a value for the custom field.

  • Number: Enter numbers as a value for the custom field.

  • Drop Down: Create a single-select list to enter the value for the custom field.

    • Drop Down Options Sort. Choose whether you want to sort the drop-down menu by Alphanumeric or the Order Listed in your Field Options.

    • Field Options. Enter the options for the Drop Down menu.

  • Multi-Select Drop Down: Create a single-select list to enter the value for the custom field.

    • Drop Down Options Sort. Choose whether you want to sort the multi-select drop-down menu by Alphanumeric or the Order Listed in your Field Options.

    • Field Options. Enter the options for the Multi-Select Drop Down menu.

  • Date: Select a date as a value for the custom field.

  • Checkbox: Mark a checkbox as a value for the custom field.

  • Color: Add a distinguishing color as a value for the custom field.

  • Paragraph Text: Enter a large set of words as a value for the custom field.
    Note: Paragraph Text is not available to use as a column on the Project List or People List.

  • Currency: Enter a currency amount as a value for the custom field.

• Enable Use as Filter. Mark the checkbox to make the custom field a filter.

• Integration Property Name (Legacy Only). Reflects the name of the property the integrating system can map to.

• Integration Editable Only. Mark this checkbox if the field can only be edited in the system of origin.

• Make Available To. Mark the checkboxes for where the custom field will be added. You can add custom fields to Projects, People, Assignments, and Requests.

• Field Description. Enter a description of the custom field.

Click Save.