Pre-defined custom fields are created during the initial configuration you system. You cannot create new fields or delete existing fields. As an Administrator you can only edit the existing fields.
To edit the pre-defined custom fields:
Click the Application Configuration tab.
Click the Custom Fields link. The Manage Custom Fields page is displayed. The fields are organized by section e.g., Ideas, Proposal, Project, Program and Resource.
Click the link associated with the section you want to edit, for example Manage Custom Fields for Ideas. The Manage Custom Field for Ideas page is displayed.
Click the [Edit] link next to the field you want to modify.
You can edit the following fields:
Field Name: The name for this custom field.
UI Section: Select a section within which this field should display.For example, you can choose to display a project custom field under Basics, Classification, or Organization. This field displays only if you are configuring custom fields for Ideas, Proposals or Projects.
Display on List Pages: Select Yes if you want this field to appear on List pages.
Display in Filters: Select Yes if want this field to display as an option in the Filter dialog box.
Update Status of Possible Values: For each value select Valid, Invalid or Archived. Users can use field values that have the status Valid, and field values with the status Invalid cannot be used in the system. Archived field values are maintained but they are not displayed as a valid field option.
Idea Custom Field Mapping for Proposals or Proposal Custom Field Mapping for Projects: Select the Idea or Proposal/Charter field that it maps to. When a proposal is accepted and a project is created, the proposal custom fields are copied into the project custom fields based on this mapping.
Note: You can have one custom proposal/charter field map to multiple project custom fields.
