With custom fields you can add more info to your projects. You have the possibility to add currency, date, numeric value, predefined values (dropdown) and text fields. Numeric and currency type custom fields can also be used in Key Performance Indicators (KPIs) to calculate desired values.
KPI creation is available in Platinum and Enterprise versions of Severa.
To manage project custom fields go to Settings > Project Management > Custom fields. Here you can view all existing fields and create new ones.
To create a new custom field click Add new custom field and select the type of field you want to add.
Enter a name to the custom field
- Add a unit for currency and numeric fields (optional)
- Select the behaviour for a dropdown (single-select or multi-select) and how the values are ordered (custom or alphabetical)
- Save the field and it is immediately available in Project Settings tab
If a certain custom field isn’t needed, you can easily hide it or delete it by hovering over the custom field in question. Use Show hidden custom fields to see all custom fields that have been hidden.
After you have added a custom field you can use it as a part of KPI calculation. Supported fields for KPI calculations are numeric and currency types.
Your custom fields can be found from each project's Project Settings page. To add a value simply click on the desired field and start typing. If you have added a date type field you can also choose the date from the calendar that opens up when you click the field or just type in the desired date.
A custom field can be added as a value or as a filter to the Cases report. You can also add any KPIs created to this report as a value to get more out of your custom fields.
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