Custom fields

In the portfolio settings, you can add custom fields for each record type. These user-defined fields can appear in the following places:

  • Budget: Grid columns that can be added to the budget.
  • Drawings in a drawing set: Grid columns in the drawing set and custom fields tab in the popup.
  • Drawings in the drawing viewer: Custom fields tab in the Information panel.
  • Drawing sets or records without editable grids: Custom fields tab.
  • Records with editable grids: Grid columns and/or custom fields tab.
  • Records with popups for child records: Grid columns in the record and custom fields tab in the popup.