The Custom Field Templates view is used to create additional data fields permitting users to enter or track extra information when using the software. Custom data fields can be added to projects, tasks, etc., and can be numeric, alphanumeric, dates and can be multiple choice.
Employees entering time or expenses can also use custom fields to enter additional information as needed. Example: An employee requires a field to enter a reference number when fixing a software bug, or an employee is required to select (from a list) a product name when tracking time on a support call.
One or more custom fields can be created for any of the following items; regions, clients, project groups, projects, task groups, tasks, teams, employees, overtime rates, invoices (billable), expenses, budgeted expenses, expense categories and time entries.
This topic describes how to (1) create a custom field, and (2) how to limit the availability of some custom fields.
Select Custom Field Templates from the menu (Menu > Setup tab > Custom Field Templates).
Using the View drop-down list near the top of the screen, select the view where the custom field will be added.
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Notes:
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Click the New button 
on the toolbar.
Enter a unique custom field name (up to 50 characters). This is the name that identifies the custom field in the targeted view (step 2).
Select the type of data displayed in the custom field using the Type drop-down list. Available data types are Alphanumeric, Date, Multiple Choice, Numeric or Single Choice.
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Note: Once a custom field has been added, the custom field Type (Date, Numeric, etc.) can no longer be edited. |
Enter a description for the custom field (up to 250 characters).
When specifying Alphanumeric, Date or Numeric in the Type drop-down list, you have the option to enter a default value that appears in the new field.
When specifying Single Choice or Multiple Choice in the Type drop-down list, you must enter the values from which employees can choose when using this custom field.
8a. Click on the "Click here to add a new row" text.
8b. Enter data in the Value field.
8c. (Optional) Check the Default box to make this data the default selection.
8d. Click on the text marked Save to the right of the default checkbox.
8e. Create as many additional values as required.
To make this custom field a required field, check the Required box.
(Optional) Check the Hide box to hide this custom field from data entry. This is useful when the Custom field is no longer required but the data must be kept.
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Click Save 
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Repeat steps 3 to 11 as required.
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Tip: From most views, you can click the custom field icon |
Using the Additional function
When Expenses or Time Entry are selected from the View drop-down list, the Additional tab allows you to create custom fields that only appear when specific tasks or expense categories are selected by the user.
For the Time Entry custom fields, use the Additional tab to have a custom field appear only when a specific task is selected by a user.
For Expense custom fields, use the Additional tab to have a custom field appear only when one or more specific expense categories are selected by a user.
Select either Time Entry (or Expenses) from the View drop-down list.
Select an existing custom field template from the list.
Click the Additional tab near the bottom of the screen.
By default, when a new custom field is created, all Tasks (or Expense Categories) are moved to the ‘Tasks assigned to’ list box meaning that the new custom field will be applied to all Tasks. Use arrow buttons located between the list boxes to move items from one list box to the other.
Click Save .
The image below shows a custom field called "Defect number" created for Time Entry. Using the Additional tab, this custom field is setup to only appear when the Bug Fix task is selected by the user.
For the end user adding a time entry, the Defect number field is only available when 'Bug fix' is selected as task.
located in the toolbar to directly access the Custom Field Templates view.