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Configure the 'Add Project' FormAll Editions

We are happy to let you know that it is now possible to configure the “Add Project” form that appears when you manually add a new project to your Meisterplan system. This makes it clear to your users which fields should be filled out, helping you ensure that your team enters the most necessary details when creating new projects. You can have a different configured form for each Project Type, making data maintenance for each of your new projects as streamlined as possible.

Under Manage > Project Types, you can configure the "Add Project" form for each Project Type.

When you add a new field to the form, they are automatically optional. You can, via drag and drop, make this field required. Doing so means that your colleagues can only manually add a new project when they fill out these fields.

Learn more about the configurable "Add Project" form in the article Configuring an "Add Project" Form.

Have feedback? Leave a comment in our Product Roadmap.