Add a File Field

Add custom file fields to enable users to enter or view information which is important to your organization.

To add a file field:

  1. Navigate to the File configuration page
  2. Select the Configured Fields tab.
  3. In the table, select Add.
  4. In the Column Label column, enter a name for the new field.
    1. In the View Column Name column, enter a name for the field as it will be seen in the database when creating reports.
    2. In the Data Type column, select the type for the new field. The choices are: Boolean, Cost, Date, Integer, List, Number, or Text.
    3. (Optional) If you selected Text as the Data Type, in the Field Length column, enter the maximum number of characters that can be used in the field.
  5. Select Save.

Tips

This setting is used in the following apps:

Cost and Funds
Files
Portfolio Analysis
Resources
Risk
Schedule
Scope
Strategic Alignment
Tasks