Skip to main content
Appia® Knowledge Center

Project-level custom fields

In this article: Add custom fields | Update or remove a custom field

Project-level custom fields let you gather project-specific data in your daily reports without impacting other projects in your business. You can configure custom fields in a project for the Daily Report Overview page and the Item Posting tab of the daily report. Unlike reference data custom fields, configuring project-level custom fields allows you to optionally mark a field as required. Custom fields and the data they capture will be included on the following reports:

  • Excel export
  • Daily report PDF export
  • Statement of Quantities report PDF and CSV exports

Custom Field Type Options

Several types of custom field types are available for you to choose the most relevant capture option for your daily report data. Pick from multiselect pick lists, single select pick lists, check boxes, rich text fields, and text boxes.

 

Add custom fields

Only System Administrators, Senior Project Managers, and Project Managers can add or edit custom fields.

Follow these steps to add custom fields to a project.

  1. Navigate to Project Settings.
  2. Select the Custom Fields tab.
  3. Click Add.
  4. Enter the required information:
    • A label for your custom field.
    • Choose whether data entry for this field is required.
    • Choose the field type: Text or Dropdown.
      • When the Dropdown field type is selected, you’ll be prompted to define the options available in the dropdown menu. Click Add another to add as many options as needed. Click the Delete icon to remove an option.
  5. When finished, click Add to save the custom field.
01-add-field.png

Good to know: Best Practices

  • Configure all of your custom fields at the onset of your project.
  • There is no limit to the number of custom fields you can add; however, since all custom fields will appear on all daily reports, consider the user experience once you reach a certain number of fields.
  • When considering whether to create a reference data custom field or a project-specific custom field, ask yourself whether this is data that needs to be collected on every project or a specific project, and do I need this to be a required field.

Update or remove a custom field

Update a custom field

You can update or remove existing custom fields, but keep in mind that the changes may impact any daily reports in draft status. All draft daily reports should be finalized before making updates to an existing custom field.

Follow these steps to update a custom field:

  1. Navigate to Project Settings.
  2. Select the Custom Fields tab.
  3. In the custom fields table, select the field you want to edit.
  4. Make your changes, then click Add to save.

Remove a custom field

When you remove a custom field, it no longer shows up as a data field on the item posting unless the daily report is in draft status and the custom field being removed contains data. If the field doesn't contain data, it will be removed from the draft daily report.

Follow these steps to remove a custom field:

  1. Navigate to Project Settings.
  2. Select the Custom Fields tab.
  3. In the custom fields table, find the Delete icon (a red x) to the right of the field you want to remove.
  4. Click the Delete icon to remove the custom field.