Add Custom Fields

To define custom fields and add them to one of the standard tabs, go to the Fields & Tabs tab in the Customization area of the Configuration workspace.

The Fields & Tabs tab is only available if you activated the CRM module and can only be used to add fields and tabs to the Business Development workspace.

You can add custom fields to all tabs in the Opportunities, Companies, and Contacts areas, with the exception of the Collaboration tab in Opportunities. However, you must log out and log back in to see the configuration settings reflected elsewhere in Deltek Resource Planning.

To add one or more custom fields to standard tabs, complete the following steps:

1. In the Configuration workspace, click on the left edge of the Deltek Resource Planning page to go to the Customization area, and click the Fields & Tabs tab.
2. Click in the upper-right corner of the tab.
3. Click in the first field and select the area (Opportunities, Companies, or Contacts) in which you want to add a custom field.
4. To display a blank row for defining the custom field, click + Add Custom Field below the grid.
5. Click in TAB and select the tab on which you want to add the custom field.
6. In LABEL, enter the label that you want to display next to the custom field.
7. Click in TYPE (SETTINGS) and select the type of custom field you want to add (for example, Number or Employee Lookup).

   There is no separate field type for currency amounts. To add a custom field that contains currency amounts, select Number in TYPE (SETTINGS).

   If the type of field has settings that you can specify, a Settings dialog box displays.
8. If a Settings dialog box displays, enter or select the required settings, and click Save.

   (If you later need to change the settings, click in TYPE (SETTINGS) and then click in that field.)

9. If you want to require an entry in the field, select the REQUIRED check box.
10. Custom fields display on the tab they are assigned to in the order they appear in this grid. If you want the new field to be in a different location in the tabbing sequence on its tab, hover over or click the row, and click and drag at the end of the row to move the row into the correct position relative to the rows for other custom fields on its tab.

    Having rows assigned to different tabs intermingled in this grid does not affect how they appear on their assigned tab. However, to make it easier to locate and work with the custom fields in this grid, you may want to move rows to group them by assigned tab.

11. Repeat steps 3 - 9 for each custom field you want to add.
12. To save the custom fields, click . The fields are added to the tabs you specified.