Strategy Configuration – Custom Fields

The custom fields area allows you to create custom fields on following areas;

1. Actions: Action Details, Action Progress, Action Budget, Action Quick Update and Action Risk pages.

2. KPIs: KPI details page.

3. Service profile : Service Profile details page.

• STEP 1: Go to Administration > Configuration > Custom Field.

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Figure 1.1

You can enter your own label for the new field, define what type of field it should be and choose in what areas they want the new field to be shown (editable or read only). You may choose from the following field types;

1. Numeric

2. Alphanumeric

3. Drop-down list

4. Hyperlink

• STEP 2: Enter the label and select the field type.

• STEP 3: You may enable the new field in different areas according to your preference using the visible and editable columns. Selecting a field to be editable in a particular area would automatically make it visible in the same.

• STEP 4: By ticking Quick Update you will be able make these fields visible and editable in the My Quick Update area.

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Figure 1.2

• STEP 4: Click the Add button.