User-Defined Fields (CQ)
- Former user (Deleted)
- Former user (Deleted)
User-defined fields are managed in Setup | User-Defined Fields.
User-defined fields (UDFs) allow you to track custom attributes of clients, engagements, projects, roles, resources, time cards, and cost cards that are specific to your business. These attributes can be displayed in reports and in other places in Projector.
You can define UDFs as you discover the need for them. You do not need to define them when you initially configure Projector. There is no limit to the number of UDFs you can define for clients, engagements, projects, roles, and resources. There is a limit of two UDFs for time cards and cost cards.
If you want to track the health of a project or client over time, consider using stoplight UDFs.
Enterprise Configuration
If you use the enterprise edition of Projector, then you can restrict engagement and project UDFs by engagement type. You can also restrict the values that appear in text lists.