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Additional planning fields and their actions

When the 'Additional Planning Fields' module is active, you can add custom fields at the team, subproject, or project level. Similar to profile properties, you can choose from 10 types of mandatory or optional custom data fields. All these additional planning fields can be used as filters in the planning.

To enable additional planning fields:

  1. Click the gear icon.
  2. Select "Settings."
  3. Under "Modules," set "Additional planning fields" to "Yes."

After activation, return to the gear icon and select "Additional planning fields."


Please complete all mandatory fields:

  • Name: The name displayed to administrators and collaborators.
  • Group of additional planning fields: Similar to profile properties, these fields can be grouped.
  • Description: Provides more information about the field.
  • Type: Choose your preferred type for the additional planning field, similar to profile properties.
  • Options:
    • Manual: Options are entered manually.
    • Predefined: Options are based on Functions or Addresses and will automatically update if changes occur.
  • Level: Specify the level at which these details should be entered.
  • Mandatory: Indicate if administrators/planners are required to complete these fields.
  • Public: Determine if collaborators should be able to view this information.
  • Name in dictionaries: This code, which must be in CAPS, can be used for exporting these fields later.
  • Use as filter: Select if this data should be used to filter Projects, Subprojects, Teams, or Addresses.
  • Select “Add additional planning field”



How to update an existing extra planningfield
Select the planningfield you would like to edit


You can now edit all fields except for “Type” & “Level”

Note: Additional planning fields and their groups cannot be deleted, only renamed.