Make Company field Required (or other fields in Project Association area) | Community
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Level 2
February 24, 2022
New

Make Company field Required (or other fields in Project Association area)

  • February 24, 2022
  • 2 replies
  • 607 views

I would very much like to be able to make the Company field a required field.


Also the ability to make Client Portfolio, Group, or Program/Campaign required. Basically, any of the fields within the Overview > Project association section.

2 replies

Level 2
May 31, 2022

I'd love to make Program a required field. We use program to associate LOB and then use that data in reporting. If a project is completed but the program was not added during conversion, all of that project data is not properly accounted for in reports. There are so many fields on the project conversion screen that the program field gets overlooked. Making it a requirement would save our admins a lot of time cross checking projects and manually adding programs.

ChloeWY
Level 6
October 5, 2022

This would save a lot of headaches and be great error proofing.