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Create and Edit Fields

  • Updated

This article explains how to create and edit fields. Fields may be plan level, work level, and resource level metadata fields.

Go to the Admin pages, select Fields in the navigation. Then, expand the Plan Fields, Work Fields, or Resource Fields topic headings.

  • Plan fields show on the Plan Details page and Portfolios page.

  • Work fields show on the Work Plan List and Board views. They also show in the My Work and Timesheet modules.

  • Resource fields show on the resource form, and are used in the Plan-level and Global Resource Plans.

Some fields may be created automatically upon installing certain apps. For example, when the Timesheets app, Backlog List app, etc.

Create New Field

  1. Navigate to the type of field you want to create (Plan, Work, or Resource).

  2. Click the New Field button. the New [field type] Field form will open.

  3. Complete the New Field form.

    • Field Name: Enter a name for the field.

    • Description: Enter a description of the field function, or how the user should interact with the field. This text will appear as a tooltip when a user interacts with the field.

    • Internal Name: Will display the internal (back-end) field name when applicable.

    • Field Type: Select the field type. See Field Types for more details.

    • Default Value: Enter a default value if applicable.

    • Required: Check the check box if the field is required.

    • Read Only: Check the check box if the field is read only.

    • Available Plan Types: Select one or more plan types where the field is available. If no plan type is selected, it will be available for all plan types.

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Field Types

  • Text: Users can enter one line of free form text.

  • Date: Users can select a date from a calendar pop up.

  • Number: Users can enter a numeric value. The admin can set how many decimal places are allowed. See Number Fields for more detail.

  • Currency: Select a currency. The admin can set up multiple currencies if your organization works cross-nationally. To configure currencies and exchange rates, see What are the advanced Financial Plan settings?

  • YesNo: Users can check a check box to indicate Yes or No.

  • Choice: Enter choices. See Choice Fields for more detail.

  • Cascading Choice: Users can filter choice fields based on a previous choice field. See for more detail.

    Note

    Cascading Choice fields are only available for Plan and Work fields.

  • User: People picker field, tied to user accounts

  • Multi Choice: Multi Choice fields allow users to select multiple options from the choice options available.

  • Multi Line Text: Users can enter multiple lines of free text.

    Note

    Multi Line Text fields are only available for Plan and Work fields.

  • Lookup: Users can create relationships between plans in the system.

    Note

    Lokup fields are only available for Plan and Work fields.

  • Multi Lookup: Users can create relationships between plans in the system.

    Note

    Multi Lookup fields are only available for Plan and Work fields.

  • Hyperlink: Users can insert a hyperlink to easily access resources from the internet.

    Note

    Hyperlink fields are only available for Plan and Work fields.

For additional details about the Lookup fields types, refer to the article: How do I configure lookup fields?

Field Aggregate

Based on the field type selected, the Field Aggregate may show.

  • For date fields, select No, Min, or Max.

  • For number and currency fields, select None, Sum, Average, Min or Max.

Choice Fields

You may manually enter each choice field, or bulk upload the choices.

ChoiceField.png

Cascading Choice Fields

To configure cascading choice fields:

  1. Create the parent / filtering choice field that will be used to filter the choices in the second / child choice field. You may manually enter each choice field, or bulk add the choices. Leave Filter Choice Field blank.

    Configure_Parent_Choice_Field_for_Cascade.png

  2. Create the next Choice Field that will use the Filter Choice Field.

    1. Select the choice field that you just configured in the Filter Choice Field drop-down.

    2. Create the choices for the field. You will need to map the choices to their parents from the initial choice field.

    Configure_Child_Choice_Field_for_Cascade.png

Multi Choice Fields

Multi Choice fields are configured just like regular choice fields. You may manually enter each choice field, or bulk upload the choices.

Number Fields

If the field type is Number, you may specify the number of decimal places allowed (between 0-5) and whether to show the number as a percent.

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Update Field

Certain fields are recommended to configure before use of OnePlan. The Resource fields Department and Role and very important for all the resource planning and labor cost planning features.

  1. Navigate to the type of field you want to update (Plan, Work, or Resource).

  2. Click the Edit icon.

  3. Complete the New Field form.

NOTE: The field type cannot be edited after a field is created.

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Delete Field

Warning

If you delete a field, any data entered in that field will also be deleted. So, be sure you are certain you want to delete it before you delete a field.

Click the Delete trash can icon to delete a field. Confirm deletion.

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