How do I give every project the same details, like a job number?

In the Organization area, open Project template and click Add a field. Every new project asks for it, and you can print it on call sheets.

  • 5 steps
  • Studio plan and up

Step 1: In the Organization area, click Project template.

The Organization area with Project template outlined

Step 2: Click Add a field.

The Project template page with Add a field outlined

Step 3: Name it and pick its type: text, a number, a choice list, a date, or yes or no.

The Add a field dialog with its name and type outlined

Step 4: Tick Required if a project can’t start without it, and Show on call sheet to print it there. Click Save.

Up to 20 fields. Arrows put them in order.

The Required and Show on call sheet boxes and Save outlined

Step 5: Now New project asks for them.

A required one has to be filled before Create project. Existing projects fill theirs in Project settings.

The New project dialog with the template’s fields outlined

Still stuck?

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