With custom project fields, you can define which details you need on your projects to successfully plan and prioritize.

• Required User Rights
• How to Find
  • Availability of Custom Fields in Configurations, Filters and Groupings
• Adding Custom Project Fields
• Editing Custom Project Fields
• Deleting Custom Project Fields
• Preconfigured Project Fields in Trial Systems

Required User Rights

• To define for each user group and for each project field which group has read only and which has edit rights, users need to have the Manage Users and User Groups right.
• To add, change or delete project fields, as well as change the project fields values, users need to have the Manage Project Fields, Project Types (Project Details and Overview), Navigation and Advanced right. To display a project field in each view, users need to add it to the configuration of the respective view (e.g., Project List, Board).
• However, please note that users with the Import Data right can add new values for custom project fields of the single-select type when importing data.

How to Find

In the left sidebar, click Manage and select Custom Project Fields:

The list displays all project fields in your Meisterplan system in alphabetical order. To display a project field in a view (e.g., Project List, Project Overview), add it to the configuration of the respective view.

In addition to the project fields that you can configure in this view, there are also system fields in Meisterplan. Learn more in the System Fields for Project Information article.

Availability of Custom Fields in Configurations, Filters and Groupings

Once you have set up your custom fields, you can use them throughout Meisterplan. You can configure them in a custom view, filter by one or more field options or group projects by a field.

Fields can be configured in the following views:

• Project Details
• Project Overview
• Portfolio Dashboard (cards only)
• Project List (columns only)
• Quick Import: Projects
• Excel Export

In the table below, you will find an overview of field availability in filters and groupings:

Adding Custom Project Fields

You may add any number of custom project fields in Meisterplan. Add new custom project fields by using the Add Project Field menu: 

Select the field type and fill in the following fields:

• Name: the project field name displayed in Meisterplan and in the Export to Excel. Maximum number of characters: 2,048 characters.
• API Name: project field name for data exchange using via API. The column name is automatically prefixed with “cust_” and cannot be edited after adding the field. Maximum number of characters: 58 characters.
• Option (only for the types Single-Select and Multi-Select): options that are available to be chosen in the drop-down menu
  • Name: displayed name of the option
  • Project Score Contribution: here, you can specify how much this option contributes to the project score
  • Color: here, you can specify which color will be used for the option, like when you use a color scheme in a view. An overview of these colors can be found in the Color Legend in the Information Panel.
• Decimal Places (only for the type Number): number of decimal places; you can choose between 0-3 decimal places and cannot be changed after creating the field

New project fields will be visible to all user groups by default. User groups with edit rights for at least one existing project field will be automatically granted edit rights for new project fields.

To display this field in each view, add it to the configuration of the respective view (e.g., Project List).

Editing Custom Project Fields

Once created, you can open and change a custom project field's attributes by double-clicking its list item or by clicking the pencil icon at the end of the line.

Deleting Custom Project Fields

To delete a custom project field, hover over its entry in the list and click the trash can icon. You can delete all project fields except the Status system field.

When a project field is deleted, any existing field values will be removed. The field will no longer be available for importing data.

Preconfigured Project Fields in Trial Systems

Meisterplan Trials come with preconfigured project fields that you can use, edit or delete under Manage > Custom Project Fields (exception: Status is a system field and cannot be deleted).