Creating Project Attributes

This how-to article will help administrators to create custom project attributes using the Project application admin interface. The user must be a global admin or app-level admin for the specific Project application.

Overview

When the built-in fields used to capture project information do not fully cover all necessary details, custom project attributes can be created. These attributes can be divided into sections, which will appear on the project's general page. All custom attributes created by admins are immediately available for tracking, displaying, and filtering in reports. 

Learn more about custom attributes, or learn about ticketing attributes here.

Adding Custom Project Attributes

To add a custom project attribute:

1. Open the Project app admin interface:
   1. Project Application Admins: In Work Management, click View Applications, select the Project application, click the gear icon in the top-right corner, then select Admin from the menu
   2. Global Admins: In TDAdmin, go to Applications, then select the Project application
2. Click Custom Attributes, then Project Attributes in the left navigation.
3. Click the +New button.
4. Enter values for Attribute Name, Header Text, and Attribute Type.
5. If you want to control where this appears in the attribute list, change the Sort Order value.
   • All attributes with a sort order value of the same value will be auto-sorted in the Project Attributes page by alphabetical order of the first character.
6. Select as many Option checkboxes as needed for the attribute.
7. Select a Section from the dropdown.
   • Values will only appear in the dropdown if you have already created a Project Attribute Section
8. Click the checkboxes for the Associated Types this attribute should be applied to.
   • If you don't specify any Associated Type, this will become a global attribute, appearing on all projects.
9. Click the Save button.

Setting Values for Attribute Choices

If your new attribute type offers multiple options, such as checkboxes, dropdown, multiselects, or radio buttons, you will need to specify the option values.

To set the values for attributes:

1. Click the Attribute Name in the Project Attributes list.
2. In the Edit Project Type window, scroll down to the Choices section.
3. In the add choice… field, enter a value for the first option, then click the Add button.
4. Repeat until all desired choices are entered.
5. To change the order in which the values are listed, click Edit in the Action column for each choice.
   • Editing allows the sort order and choice value to be modified. When finished editing, click Save in the Action column.
6. To disable a value so it no longer appears in the list of choices, click True in the Active column to set it to False.
7. To specify a default, pre-selected value for this attribute, click False in the Default column to change the value to True.

Gotchas & Pitfalls

• Project Types must first be created to associate Project Attributes with Project Types
• The Attribute Type cannot be modified once it is set. Changing the attribute type requires creating a new attribute and deleting the incorrect one.