Overview
Custom Attributes in Ingenious Build allow you to tailor project data management to your business needs. By defining Custom Fields and applying attributes to projects, you can ensure consistency, improve reporting, and enhance collaboration. This flexibility helps teams organize information efficiently, streamline workflows, and gain better insights across multiple projects, saving time and reducing errors.
Process
Step 1: Accessing and Setting Up Custom Attributes
Navigate to Lists and Templates > Custom Attributes.
Click Add List and enter a name (e.g., "Project Lead" or "Region").
Choose a Field Type based on your needs:
Linked Field – Connects to other modules.
Text Input – Open field for custom text.
Dropdown – Predefined choices.
Multi-Selection – Allows multiple selections.
Step 2: Important Configuration Tips
One Attribute Per Module – Prevent conflicts by ensuring each module has only one custom attribute.
Required Fields & Initial Values:
Mark fields as Required if they must be filled in.
Set an Initial Value if needed, this can be adjusted later.
Step 3: Applying and Filling in Custom Attributes to Projects
Custom attributes will pre-populate within Project settings.
In Project Settings select the Custom Attributes tab.
Select Edit and enter the correct responses.
Step 3 (Continued): Applying and Filling in Custom Attributes to an Employee Profile
Custom attributes will pre-populate within each Employees page.
In the Employees module, select the appropriate Employee and select Edit.
Navigate to the Custom Attributes tab and enter the correct responses for this employee.
Summary
By following these steps, you can:
Access Custom Attributes Settings.
Set Up Custom Attributes with Various Field Types.
Apply Attributes to Projects for Better Organization.
With Custom Attributes, you can personalize the platform to match your workflow and business needs.
See Also: