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Custom Form Assignments

In Primavera Cloud, custom forms can be used to replace default forms and "system" forms.

Default Forms

Default forms are part of the Primavera Cloud user interface and can be replaced with custom forms. They include—

• Project Details Form: This page appears when you select  Summary & Settings in a project and then select the Details page.
• Add Project Proposal form: This form appears when a user creates a project proposal.
• Portfolio Details Form: This page appears when you select  Summary & Settings in a portfolio and then select the Details page.

System Forms

System forms are pre-built forms that appear during various workflow processes. These forms can be viewed on the Form Design page, where you can duplicate and customize them. System forms include—

• New Project Form (System): This form includes all of the information required to set up a project from an approved idea through the Idea Workflow Configuration.
• Propose Risk (System) form: This is the form that users fill out when they propose program or project risks in the Risk app.
• Add Program Form (System): This form appears when a user adds a program to the program list.
• Edit Program Form (System): This form appears when a user edits a program.
• Add Idea Form (System): This form appears when a user adds an idea to the idea list.
• Edit Idea Form (System): This form appears when a user edits an idea on the Idea Home page.
• Idea Amend Form (System): This form is linked to the Edit Form task in the Edit Idea Step of the Idea Workflow Configuration (System).
• Idea Decision Form (System): This form is linked to the Accept, Reject or Review Idea task in the Owner Review Idea Step of the Idea Workflow Configuration (System).
• Idea Owner Form (System): This form is linked to the Idea Owner Form task in the Assign Owner Step of the Idea Workflow Configuration (System).

For example, when a user proposes a Risk in a brand new Primavera Cloud deployment, the default Propose Risk form asks the user for basic information. On the Summary & Settings page, you can replace this default form with a custom risk form that includes the fields of your choosing.

In order for a custom form to be used in place of a default form, it has to have the right Context Type value. For example, only forms with a Context Type value of Risk can be used to replace a default risk proposal form.

In This Section

Workspace-level and Project-level Form Assignments for Risk Forms

Assign a Custom Risk Form at the Project Level

Assign a Custom Risk Form at the Workspace Level

Set the Add and Edit Idea Forms

Set the Add Project Proposal Form

Set the Details Page for Projects

Set the Details Page for Portfolios

Creating a Custom General Form

Accessing a Custom General Form

Customize the System Add Idea Form

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Last Published Tuesday, May 21, 2024