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Administrator Guide
Last Updated: 2024-04-05
Create and Activate Custom Project Fields

Create and Activate Custom Project Fields

Create a sourcing project type or contract type.
You can define a variety of fields by using our custom fields functionality and configure fields as conditional. Example: Control the list of available field options based on previous answers from suppliers.
  1. Access
    Field Settings
    Custom Field Groups
     from
    Settings
    .
  2. Enter a group name and click
    Add Group
    .
  3. Access the
    Custom Fields
     section.
  4. Complete the
    Custom Fields
     grid and click
    Add Field
    .
    You can select
    Add Conditions
     from the
    Select Option
     drop-down menu to add conditions using
    If
    ,
    Then
    , and
    Else
     statements.
  5. To apply fields to projects, access
    Customize Projects
     and select the project you want to add or remove custom fields from.
  6. In
    Customize Layout
    , configure
    Project Visibility
     of custom fields to display or hide them on that project type.
You can see custom fields in your
Projects
. For configuration in contracts or supplier profiles, navigate to similar sections in
Customize Contracts
 and
Supplier Profiles
.