Create a custom field at the project level

Document ID : KB000047775
Last Modified Date : 14/02/2018
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Summary

This article covers the steps taken to create a new, custom field that will be visible in just a project, not the whole workspace.

Issue

How to create a custom field at the project level?

Resolution

Administrator level permissions are required to create custom fields.

1. Go to Workspaces & Projects subtab in Setup tab. Select the workspace.? The screenshot below shows that NMDS workspace was selected, and its hierarchy tree expanded to show all the projects under it:

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2. Project "ABC" is selected. Go to Fields link on the left:

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3. Create a new custom field:

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4. After the Field is saved it appears on the list of visible fields in this project as shown below. Click on Workspace link to see if it appears on the workspace level.

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5. "Budget" field is not visible on the Workspace level:

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6. A story in project "ABC" has "Budget" field:

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?