Create Custom Fields (v8.xx)
It is possible to customize Geniusproject with simple setup actions, to add fields and to create reports based on those fields. You need [Admin] access to do this.
Custom fields can be defined for any Geniusproject form as well "generic documents." The custom fields will be displayed in the "Customization" tab the corresponding forms. Custom fields are available in the Portfolio, Project and Resources databases.
You need Admin rights in order to create custom fields. Let’s take an example where we wants to add some information on any cost tracked in Geniusproject. We want to know if the cost was budgeted; if it is a one time or recurring fee; and some supplier information.
Access the admin module of the database you would like to add some custom fields
In the [Setup] tab, select the option "Additional fields" in the navigation contextual menu. Select the option [Create-Additional Fields] the action bar menu.
The form to define additional fields is displayed. The first thing to do is to specify for which forms, generic document or document template you want to add fields. For our example, we will choose "Cost."
Click on the icon to add a new field.
For each new field, define the Name, the Label, the type of filed, the corresponding option, the font size to be used to display the field and specify if the field should be mandatory.
It is also possible to group fields for an improved layout of the form display. Let’s create two groups, one for Cost information and a second one to group supplier information.
In the fields layout section click on the icon to add a new group. Enter a "Group title," the label of the group.
Select which fields should be part of the group.
Repeat this action for each group definition
Test the results of the additional field definition directly from the setup form. Go to the [Preview] tab of the "Additional fields" definition form, and see the results. If necessary press the « refresh preview » .
As a final test, create a new cost and check the contents of the [Customization tab].
Additional fields for Custom Documents (generic documents) will displayed directly above the Comment Box in the Content Tab.
New added fields are also directly available in the configurable views for reporting purposes.
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