Project custom fields can be set up by your organization to collect data or information that is not included in Qondor by default. For example, you may want to collect accounting information or a reference in order to report on it.
You can locate Project Custom Fields under the Office menu. This is only visible to Super- and Office administrators.
PROJECT CUSTOM FIELDS
There are five types of data that Project Custom Fields can gather:
Single-line text field: Collect an answer in a single-line free-text field.
Multi-line text field: Collect an answer in a multi-line free-text field.
Drop-down list: Collect a single answer from a drop-down list of options.
Number field: Collect a whole or decimal number.
Date field: Collect a date in date format.
When you set a Project Custom Field, it is visible in Project settings under the Project retention policy setting.
You can choose if you want to make the fields mandatory or not. You can also name the setting and insert a help text so it is easier to explain the setting.
REPORTING EXAMPLES
Use Project custom fields to report on values defined in custom fields, you can for example:
Add a custom field to further categorise your Project, i.e. "Sport travel" or "Business travel"
Add a custom date field to set other dates than Start and End date. i.e. "account closing date"
Add a custom number field to keep track of the number of meetings that were required to confirm the project with your Customer
INTEGRATION
Use our API to collect data from Project custom fields
GOOD TO KNOW
If you want to change an existing project custom field, existing answers will not be updated with the new heading/name. They will still use the old name.
The same applies to options in a dropdown field. If the text of an option is altered, the existing answers will not be updated with the new text, therefore remain.