There are only a small number of system default fields in the project master data that are relevant for portfolio list and portfolio board views. Any fields beyond that can be created yourself using Flavors. However, three of the system default fields can also be named individually.
These are:
- Project folder
- Project type
- Location
These selection fields can be customized individually as mentioned:
- Open the main menu item
Portfolio - Select the three-dot icon at the top right of the portfolio
- Select
Rename fields - The dialog allows you to customize the predefined fields as you like. Optionally, also choose an English term for your new selection. This will be shown when the system language is set to English.
- Confirm the change by clicking
Save
Note
The field names apply to the entire workspace and are visible to all members/guests.
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