Project Attributes During Request Phase

Hello, 

We have created Project Attributes to collect data for a detailed project status. Is there a way I could remove these attributes from Project Request phase? 

 

 

 

 

Asked by Annie Wilson on Wed 6/26/24 3:58 PM Last edited Thu 6/27/24 11:02 AM
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Answer (1)

This answer has been marked as the accepted answer
Mark Sayers Wed 6/26/24 4:13 PM

Hi Annie,

How are you/your users navigating to the page in question specifically?

Sincerely,
Mark Sayers
Sr Support Consultant, CS

No feedback
Hi Mark,

I go to the page by Opening TDNext > Portfolio Planning tab > Project Requests > and this is where I fill in my request details as I get them. The Detailed Status fields are only use after the project is Active – at this stage we are still defining scope/costs/etc.
- Annie Wilson Thu 6/27/24 11:02 AM
Ah, on that page, any custom attributes configured to be associated with the selected project Type will appear, ready to be filled in. There isn't a way to hide them at that point of the request phase of the project.

The only real way to address this would be to disable custom attributes for the Requests, but that would get rid of all custom fields, not just selected ones, and it'd remove any saved values from said custom fields.
- Mark Sayers Thu 6/27/24 11:09 AM