Based on the number of Client levels defined in your installation you will have available fields under the Client Fields for each named level. For example, if your installation has two Client levels, Division and Department, you will have Division Name and Department Name as available fields.
Field | Field Category | Description |
|---|---|---|
Client | Client Fields |
Engagement | Engagement Fields |
Engagement Code | Engagement Fields |
Engagement Manager | Engagement Fields |
Engagement Name | Engagement Fields |
Engagement Stage | Engagement Fields | Name of the engagement stage |
Engagement Type | Engagement Fields |
Project | Project Fields |
Project Description | Project Fields |
Project Location | Project Fields |
Project Manager | Project Fields |
Project Name | Project Fields |
Project Stage | Project Fields | Name of the project stage |
Role | Role Fields |