Custom project fields
By default, each Hivebase project has a name and optionally a description. You can extend this with custom project fields.
This requires a project manager or admin role.
Manage fields
To manage project fields, go to the project page, click on the drop-down menu to the right of the New Project button, and select Manage Fields.
This will take you to the Project Template settings page. From here you can view, edit, and add custom project fields.
Add a new field
You can create as many project fields as you'd like. For new fields, you'll need to specify a name, type, and a few additional options.
Tip!
Try to keep your field names relatively short. This will be helpful later on when displaying your fields in the project list, and elsewhere.
Field types
For each field, you need to select the data type. There are five options:
1) Text
A text field type is your most flexible. It will support any piece of text you may wish to track. This would be a good field type for an architect name, for example.
2) Integer
Integer fields are for whole numbers only. This could be useful for a project number (only if your project numbers are strictly whole numbers!), floors numbers in a building, or the year of a project (if you don't want to store a full date).
3) Decimal
This field type is for numeric values that have a decimal part. Commonly used for project numbers that have this format.
4) Date
Date fields are for storing full dates: year, month, and day. This is usually a great field type for the project date.
5) List
These are for pre-defined lists. This type is commonly used to define a list of locations, buildings, or work types.
Field options
There are three field options you need to consider.
1) Required
Enable this if you want to require a value for every project created in your account.
2) Show in project list
This determines if the field should appear as a table column in your main project list. Be careful not to try and show too many, or the table will get crowded. Any project fields not shown in the list are still visible on the individual project overview page.
3) Allow multiple selections
This option appears if you choose the list data type for your field. When defining the possible values for your list, this option controls whether the field will be a drop-down supporting just one selection, or a list of checkboxes supporting multiple selections.