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Administrator Guide
Last Updated: 2024-05-17
Hide Fields on Contracts, Intake, and Projects

Hide Fields on Contracts, Intake, and Projects

Create sourcing projects or contracts and configure
Project Types
 and
Contract Types
.
You can hide fields on pipeline projects, intake forms, and contracts, enabling you to simplify project views and forms.
  1. Access
    Settings
    Customize Projects
     and select the project type that you want to configure.
    To configure contracts, access
    Settings
    Customize Contracts
     and select a contract type.
  2. Access the
    Customize Layout
     section.
  3. To hide fields on projects and project intake, clear the
    Project
     or
    Intake
     check box next to the field that you want to hide.
    To hide fields on contracts and contract intake, clear the
    Contract
     or
    Intake
     check box next to the field that you want to hide.
    You can hide all fields in a subsection by clearing the
    Contract
    ,
    Project
    ,
    Intake
     check box next to
    Display all fields on
    .
Fields you exclude won't display on contracts, intake forms, or projects.