Creating Project Picklist Option Sets

From the project homepage, click the 'View Project Information' link in the 'Information' section. On the Picklist Option Sets tab, click the 'Add New' button. Enter the following information and click 'Save' when done.

• Name - The name field is required. 
• Description - The description is optional
• Options - Enter each option, clicking the 'Add' button for each option

Editing Project Picklist Option Sets

From log view or from form view, click 'Edit'. In edit mode, edit the Name or Description fields as desired. To add additional options, enter the option text and click the 'Add' button for each option. Click 'Save' when done. Added options will be present in the project picklist that have been configured for use on the form.

Using Project Picklists

Once Project Picklists have been setup in the Project Administration area, those picklists can be used when adding custom fields to any form. For information on creating picklists, including project picklists, see Help section /wiki/spaces/PF/pages/524553

Reordering Cost Periods

Once logged into your project, under the Project Administration section, click 'View Project Information'. On the Cost Periods tab, click the 'Reorder Cost Period' button. Drag and drop your cost periods to your desired order. Click 'Save' to save your changes.

Helpful Screenshots