Custom Workspace Field Extensions

If you are on a Company, Community or Enterprise Plan – then you are probably already using the Project Resource Reports to capture and report on important information related to workspaces that you have marked as projects. For Example, if you use a Workspace for every client project you are working on and you have more than say 20 client projects at any given time, you can assign Start and End Dates, Risks, Comments, Priorities, Statuses, Owners and Beneficiares to line your projects up against each other, allocate resources and get a good overview of what is going on across your projects.

If you are on a Community or Enterprise Edition account, you can now capture more attributes on your workspace and report on them.   Instead of the standard fields we give you can now create and define your own custom fields (think things like: Business Unit, Accounting Code, Has Ecommerce Component, etc…). You can use Text, drop down menus, multiple choice options, field calculations – the possiblities almost seem endless.

To take advantage of this feature please go to your Company Setup (you must be a Company Admin) and click on Custom Fields.

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