Add a Portfolio Field

Add custom portfolio fields to enable users to enter or view information which is important to your organization.

Note: On pages that support auto-save, configured field formulas will be automatically recalculated when a change is made that impacts the value of a configured field formula. However, there may be times where the recalculation is not updated in the user interface. When this occurs, refresh the page to see the recalculated value.

To add a portfolio field:

1. In the object selector, select  Workspace, select View Workspaces List, and then select a workspace name.
2. From the  Main Menu, select  Summary & Settings.
3. On the Summary & Settings page, select Defaults & Options, and then select Portfolio.
4. On the Defaults & Options: Portfolio page, select the Configured Fields tab.
5. In the table, select  Add.
   1. In the Column Label column, enter a name for the new field.
   2. In the View Column Name column, enter a name for the field as it will be seen in the database when creating reports.
   3. In the Data Type column, select the type for the new field. The choices are: Boolean, Cost, Date, Integer, List, Number, or Text.
   4. In the Type column, select Manual if this field will hold data entered by a user or Formula if the data it holds will be calculated on the basis of a formula.
   5. (Optional) If you selected Text as the Data Type, in the Field Length column, enter the maximum number of characters that can be used in the field.
   6. If you selected Formula, configure the Formula section.
   7. (Optional) Select the Restricted check box to designate the field as a restricted field. A configured field that is designated as restricted can be viewed by anyone with access to the portfolio, but only the users with workspace-level Restricted Configured Fields Edit privilege can edit it.
6. Select Save.

Tips

• To delete a configured field, select the field, select  Context, and then select Delete. You cannot delete a configured field if it is used in another configured field, a form, a workflow, or a field mapping.
• To choose which currency to view cost in configured fields of data type cost, select the Currency tab in  Settings.
• Multi-currency is supported only in data type cost for formula configured fields.
• For a configured field of data type cost, the cost formula calculation is performed and saved in base currency then converted to project currency.
• For configured fields that are data type number and integer, using cost fields as part of formulas will only produce one value. This value is always calculated and displayed in base currency.
• Restricted configured fields and non-restricted configured fields can be included in formulas together.

This setting is used in the following apps: