Project Properties: Designate Fields As Required | Community
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Level 2
March 23, 2017
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Project Properties: Designate Fields As Required

  • March 23, 2017
  • 7 replies
  • 1284 views

Would it be possible for Admins to designate certain fields in Project properties as required in order for Project Owners to create projects?

Portfolio and Program are very important fields and Project Owners often forget to select them when creating projects. If we could require values in those fields then Project Owners would be forced to make selections when opening projects.

7 replies

Level 2
June 5, 2017

I concur to this idea. When a user creates a project without a request, it isn't added to its proper Portfolio. If the user doesn't add a Program Name, then it won't be filed correct - adding issues for users. Having Program Names and Portfolios as required would avoid this issue from happening.

SarahWilkersonCA
Level 7
May 14, 2019

To add to this, I want certain fields to be required by certain groups. For example, clients won't know certain fields when submitting a request so they are blank so I can't make them required. But when the intake team/managers review the request, I need them to populate certain fields or reporting doesn't work. They keep forgetting to fill in certain fields.

Level 5
June 20, 2019

We waste a lot of time each quarter auditing projects in the system where Portfolio and Program are left blank. The ability to make these required would be an immediate time savings for us.

Level 3
June 20, 2019

Yes! I frequently have to go back and update things like 'company' since it isn't required.

Level 4
June 20, 2019

Great idea– we'd definitely put this to use!

Ian_Galchutt
Level 2
April 28, 2022

This would be extremely useful as our team uses the Portfolio and Program to tie back to specific reporting elements we've created with custom forms.

Madalyn_Destafney
Community Advisor
Community Advisor
September 26, 2022

Hi WorkFront, any thoughts on this? I've seen more than 1 submission regarding this. Really want at least Portfolio to be required!

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