How to edit: Project Details & General section for PPM

How do I put custom attributes and/or content above the General section? I see this article that it can be done (project charter info) above the defaults. 

Also, for our use cases, there is a lot of info in the General section that we don't need (e.g. T&E Approval, Resource Management, etc.). How do I hide these?

Asked by Alyx Lyons on Tue 5/7/24 2:22 PM
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Answers (2)

This answer has been marked as the accepted answer
Mark Sayers Tue 5/7/24 3:11 PM

Hello Alyx,

Project custom attributes always appear in the General section of the project, under attribute sections if you have them, and they appear specifically after the core fields of the project. We list them before the Time & Expenses and Advanced settings portions of the project General section. They cannot be moved any higher than that, like to be placed above the Description field.

Sincerely,
Mark Sayers
Sr Support Consultant, CS

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Alyx Lyons Thu 5/16/24 10:16 AM Last edited Thu 5/16/24 10:16 AM

Hi - The "custom info above" attachment explains what I'd like to. This is an example in this kb: https://solutions.teamdynamix.com/TDClient/1965/Portal/KB/ArticleDet?ID=148178. In the example, the General fields aren't shown. I'd like to have a similar option. 

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Those just look like attribute section names, with custom attributes under them. Custom attributes will display above the default "Description" field. - Mark Sayers Thu 5/16/24 11:36 AM