Change a Custom Field

To change the configuration of a previously saved custom field, 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 change custom fields in the Business Development workspace.

To change the configuration of a custom field, 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 on the Fields & Tabs tab and select the area (Opportunities, Companies, or Contacts) in which the custom field is located.
4. Locate the custom field in the grid, and click on that grid row.

   If the list is long, type one or more characters from the custom field label in the search field above the grid. That filters the list so that it only displays a list of custom fields with labels that contain those characters.

5. To display the custom field on a different tab, click in TAB and select the tab.
6. To change the field label, edit the text in LABEL.
7. To change settings, click in TYPE (SETTINGS), click in that field, and make the changes in the Settings dialog box.

   You cannot change the field type itself. If you need to do that, delete the field and add it again with the correct type.

8. To change whether or not an entry in the field is required, select or clear the REQUIRED check box.
9. If you want the 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.
10. To save the changes, click .