How to create a Project Field

Project fields serve to standardize the information that is incorporated into your project estimates. They also allow your team to customize campaign, or Project, information as needed, and make reconciliation efforts easier.

To create a Custom Field, your user must have Workspace Admin permissions

1. Click on your Workspace in the top left corner, then Settings.

2. Under the Workspace tab, scroll down to Project Settings

   

3. Click Edit. Type in the first field you’d like to include on your estimate, then select the field type.

   • To require a field on a Project Estimate, check the Required box. If a field is not required, it can be toggled off during the estimate creation process.

   

4. Click the Add Another button to continue customizing the fields included on your Projects.