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Hi Advisor users,

You can now add custom fields on the System User-Defined Fields Setup page. Choose from Text, Number, Date, and Dropdown field types, configuring formats and options as needed.

Enhance your data further by adding Attributes (Text, Number, or Date) to any field, each with a unique Identifier for formulas and reporting.

Creating a Custom Field: Navigate to System User-Defined Fields Setup > Add Field > Name & Type > OK > Configure (+) > Save Changes > Restart System.

Adding an Attribute: In Attributes, click Add Attribute > Name & Type > OK > Assign Identifier > Save Changes > Restart System.

Removing an Item: Click the Trash icon > OK > Save Changes > Restart System.

Read more about it here

Start tailoring your Planview Advisor today. Share your questions and suggestions below.

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