Engagement - User Defined Fields

Owned by Thomas Sherman (Deactivated)

Last updated: Aug 13, 2020

The user defined fields tab contains values that are unique to your organization. Add, remove, and configure your available fields from the User Defined Fields Editor.

Permissions and Settings

To make changes on this tab you must have one of the following permissions:

Have cost center permission Maintain Projects and Engagements
Be the Engagement Manager and the current stage allows them to Edit Engagement Info

Create and manage available fields from the User Defined Fields Editor.

Available fields can be restricted if you subscribe to Enterprise Configuration.