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Documentation
Administrator Guide
Last Updated: 2023-06-23
Customize Project Type and Contract Layouts

Customize Project Type and Contract Layouts

Create sourcing projects.
You can customize the appearance of your
Project Types
 and
Contracts
 in
Pipeline
 and
Intake
.
  1. Access
    Settings
     and select
    Customize Projects
     or
    Customize Contracts
    .
  2. Select the
    Project Type
     to configure.
  3. On the
    Customize Layout
     section, drag and drop the field
    Sections
     to customize the order in which the fields display.
    Click the arrow icon to select specific
    Custom Fields
     to display in
    Custom Field Groups
    .
Your customized fields and field groups display in
Project Types
 and
Contracts
.