Setting Up Your Project Structure

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Introduction

Setting Up a Project means adding or editing the fields your team will need and customizing how products and fields are organized. This will set your team up for success when it’s time to add products, make selections, and automate documentation. In this short video, you’ll learn how to:

1. Add/remove/edit product data fields
2. Hide/unhide fields
3. Reorganize fields

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Setting Up Your Project Structure

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📚 Additional Resources

• Help Article: Understanding Schedule Field Types
• Help Article: Editing Default Fields
• Help Article: Editing Project Field Types
• Help Article: Sort in Schedules
• Help Article: Hide in Schedules

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Let’s Practice

Try it out! Apply what you’ve learned by completing the tasks below: (Note: If you are just trying things out, it’s best to complete these tasks in a test project, not a real project. To do so, create a new project, name it “test”, and be sure to delete the project when you are done).

• Explore adding a custom and a default field
• Try to hide/unhide fields
• Drag fields to reorder them