The Custom Data Tab Project Settings lets you add and manage custom attributes for your project, enabling you to capture project-specific information beyond standard fields. This guide explains how to define, assign, and update custom data attributes for all of your projects.
Understanding Custom Data
Custom Data allows you to:
Define additional, organization-specific attributes (such as Customer Name)
Store and manage these attributes as key-value pairs for each project
Ensure consistency by managing attribute definitions centrally.
Step 1: Define Custom Data Attributes in Main Settings
Navigate to Main Settings
Go to the Main Settings panel and select the Custom Data section.
Add a New Custom Attribute
Enter the attribute name in the New Custom Attribute field.
Click Add to the List to create the attribute.
Manage Custom Attributes
All defined attributes appear in the Custom Attributes List.
Edit or remove attributes as needed.
Click Save Changes to apply updates across all projects.
Step 2: Assign Custom Data Values in Project Settings
Open Project Settings
Access your Waterfall project and go to Project Settings.
Select the Custom Data Tab
Click on the Custom Data tab to view all available custom attributes for the project.
Enter Attribute Values
For each custom attribute, enter a value specific to your project.
Save Attribute Values
After entering or updating values, click Save to store the information for that project.