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Changing the Fields that Display on Project Workspaces

 

This feature is available in Enterprise and Ultimate editions.

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Project Administrators and System Administrators can only change the fields that display in the projects for which they have administrator access.

  • Note that all the changes are immediately applied to the system.

  • Removing a field from display does not remove the data that has been previously entered.

Follow these steps to change the display fields and list values for each Project Workspace you want to change:

  1. From the Admin menu, select Display Fields > Project Workspace Assets tab.

  2. Select a project in Manage assets for the selected Project list. You must either:

    • Select the project level that holds the project workspace definitions for your project, or

    • Create a new project workspace for your project by clicking on the Create Project Workspace button.

  3. Expand the asset that contains the field(s) you want to change, and then select the check box for each field you want to display/hide.

    • To make fields "required", select the Require check box. See Selecting Required Fields.

    • If you want to show the list values associated with drop-down lists, click on the Show Values link.
      Note that all list values exist globally as part of a single list type and are accessible to all projects. This allows proper rollup behavior in reporting and management pages at parent project levels. Some drop-down lists, however, are made up of dynamic data generated from the system and cannot be configured here.