Create a Company Field

Company Fields are defined outside of projects but can be added to projects. Company fields are eligible in cross-project reports and are helpful for administrators setting up standards.

When you creating custom forms you subsequently create Company Fields.  Those field are gathered, in list format, in the Company Fields section of ProjectTeam.com. You can grab those already created company fields and use them again on the same form type. 

 

  1. From your My Page area, click the dropdown beside your user name on the top right.
  2. Select My Company from the drop down menu.

  3. Open the Company Form Types.
  4. A list of Company Form Types will open. Select an existing form or click New to create a new form.
  5. Select an existing variation or click New to create a new variation. Form variations allow Admin users to create multiple versions of a company form type. Different versions can be applied to different clients or project types.
  6. If creating a new variation, enter the Variation Name and Description and click the Save button.
  7. The Form Variation/Company Fields modal window will open. Click the New button in the Company Fields section.
  8. To add an existing company field, click the radio button beside the Company Field type and click Next.
  9. Select the radio button beside the existing Company Field Name and click the Next button.
  10. Click the Save button to save the Company Field. 

  11. To add a new field, click the radio button beside the field type. Click the Next button.
  12. Enter the required Field Label and Help Text, if desired, then click Next.
  13. Click the Save button to save the Company Field.