Define additional information fields

Use additional information fields to record details about items in the project structure. Additional information can be recorded against a project, group or project item.

For example additional information fields can be used to:

• Record details such as the name of the project manager, or the start and end dates.
• Record the name of a supplier, or the resources (employees) working on an activity.

Once you have defined the additional information fields, you can select which fields are displayed and recorded for individual project levels, grouping levels and project item types.

Note: If you want to print additional information field, use the Additional Information List report (Reports > Setup > Additional Information List).

1. Click Add.
2. Enter a title for the additional information field in the Name box.
3. Select the Type of information that will be recorded. The information can be text, a number, a date or time, or a simple yes or no answer, or a selection from your lists of products, customers, suppliers or resources.
4. Some information types will allow you to choose from a list of items. You can specify or restrict what is displayed in the list.
   • To specify an item that may be selected from the list, click Add.
   • To restrict selection to the list specified and prevent other information being entered, tick Only allow selections from the list.
   • If the user enters something that isn't already in the list, you can ask them if they want to add it to the list by enabling Prompt to add new values to the list.

5. To allow the information field to be displayed in a column in a Desktop list window, enable View on Desktop.

   Note: To display the column in a desktop list window, right-click in the list and select Columns then choose the additional information field.

6. To specify that information must always be entered, tick Selection must always be made.
7. To save the field, click OK.

1. Select the additional information field and click Edit.

1. Select it and click Delete.