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Administrator Guide
Last Updated: 2024-01-26
Steps: Add Custom Fields to Contracts and Projects

Steps: Add Custom Fields to Contracts and Projects

You can add custom fields to your:
  • Contracts.
  • Intake.
  • Projects.
  • Reports.
You can select to display custom fields to project and contract types when you're customizing each project and contract type. Custom fields you add to the same custom field group display together on the project or contract type. You can rearrange the order of the custom field groups when customizing project and contract types.
  1. Access
    Field Settings
    Custom Field Groups
     from
    Settings
    .
    Create a custom field group to assign your custom field to.
  2. Access
    Field Settings
    Custom Fields
     from
    Settings
    .
    Create custom fields and assign them to your custom field group.
    To create conditional fields, select
    Add Conditions
     from the
    Options
     prompt.
  3. In the
    Customize Layout
     section, select the fields you want to include from the custom field group you created.