Custom Fields in the Scheduler - Overview

The scheduler grid is equipped with default columns that encompass standard fields to effectively capture all essential information for scheduling items. This includes details about phases, stages, deliverables, tasks, activities, and work packages, whether you are creating new entries or importing data from third-party scheduling software.

Linarc provides the flexibility to enhance this grid by incorporating custom fields tailored to meet the specific needs of your project or organization. This customization ensures that unique details and parameters, not addressed by the standard fields, are accurately recorded. For instance, you might want to add a custom field to monitor the equipment required for a particular task.

• Custom fields are created and managed at the company level, which makes them universally available across all projects under the organization's management. For comprehensive instructions, please refer to 'Custom Forms and Fields - Overview.' It’s important to note that only users with the Account Admin role and the requisite permissions can create custom fields for the scheduler at the company level.
• Custom fields can be individually selected and applied at the project level, ensuring that they remain relevant and precise for specific project requirements. 
• Once configured, these custom columns are displayed alongside the standard columns in the scheduler grid, and you can rearrange their positions as needed to enhance visibility.

The 'Custom Fields Configuration' screen within the Schedule module allows users with the necessary permissions to effortlessly add and manage custom columns for the scheduler.

To open the 'Custom Fields Configuration' screen  

• Ensure that you are in the project's scheduler module. If not,
  • Open the project management console
  • Click the app launcher icon in the top-right and select 'Schedule'
• Click 'Config' on the top, then select 'Custom Fields' on the left

The table provides a comprehensive list of custom fields added to the scheduler grid for the project, along with their properties and management options.

Note: The 'Default View'shows all available columns in the table. You can customize the table to view only the columns relevant to you and rearrange the columns in your preferred order by creating custom views. See Manage Custom List Views to learn more.

• Label Name: Displays the label of the column as it appears on the scheduler grid.
• Description: Provides a brief explanation of the custom field’s purpose or intended use.
• Type: Specifies the data format expected in the custom field. Examples include:
  • Short Text: Input for concise details, such as names or locations.
  • Long Text: Input for detailed entries, such as descriptions or justifications.
  • Number: Allows numeric data entry for values like counts or measurements.
  • Date: Includes a calendar date-picker for selecting a specific date.
  • Dropdown: Enables selection from predefined options.
• Document Type: Identifies the item to which the custom field is applied. (By default, 'Schedule').
• Created By: The admin or project manager who added the custom field to the project.
• Required: Indicates whether the custom field is mandatory or optional.
• Actions: Provides options to manage the custom field, such as removing it from the project.

Search and filter options:

• Use the 'Search' box located at the top left to find a custom field using any value from the table as search criteria 
• Right-click the column header and customize the display and order of the columns as you wish 
• The options at the top right allow you to filter the entries, create nested groups of entries, and manage personalized and customized views of the table. Use the links below to learn more about these:
  • Customize Columns in List Views
  • Filter Options in List Views
  • Group and Organize Items in a List View
  • Manage Custom List Views

Download as Excel Sheet

• Click the 'Download' button at the top-right to save a local copy of the list in Excel format for sharing and record-keeping

Configure custom fields for the project

See the next page 'Add custom fields to the Scheduler' to learn about configuring additional fields for an individual project