Managing Custom Fields for Projects

You can add, edit, or delete custom fields for your projects. You can use the custom fields to track information unique to your firm.

To add or modify a custom field, do the following:

Do one of the following:
- Open Dashboard, click Application Links on the navigation panel, and then click Lists under Firm.
- Open Workstream, and then click Lists in the Manage group on the Manage ribbon.
Select Workstream List > Custom Fields.
Do any of the following:

Add a record. Click the New row in the grid, then enter the new name or identifier. See Customizing Project Fields for more information on adding a field.
Edit a record. Double-click a record, select an item in the grid and click Edit on the button bar, or right-click an item in the grid and select Edit from the menu. See Customizing Project Fields for more information on editing an existing record.
Delete a record. Select an item in the grid and click Delete on the button bar, or right-click an item in the grid and select Delete from the menu.
Print the current view of the grid. Click Print on the button bar, or right-click the grid and select Print from the menu to print the entire grid.
Reorder records. Right-click a cell in the grid and select either the Move Up or Move Down option from the menu.

Select Columns. Click Select Columns on the button bar, or right-click a record on the grid and select Select Columns from the menu to

add or remove columns from the grid.

Component		Description
Assign All		Adds all fields to the Selected list.
Assign		Adds the selected field to the Selected list.
Unassign		Removes the selected field from the Selected list.
Unassign All		Removes all fields from the Selected list. Note: You must assign at least one column.
Move up/Move down		Positions the order that columns will display in the grid.
Reset Default		Changes the current column settings back to the default column settings.