Setup User Defined Fields

There are eight user defined fields on the Project Tab. These are primarily used to customize reports. The first field may also appear in the Window Title. The first three fields can be used in report headers. The last five fields can be used in report summaries/footers.

If Use is checked, the field will appear on the Project tab and in reports.

If Display project filename on reports is checked, the project filename will be displayed at the bottom of each report page.

Field 1 is used as the report title. If Use field caption in title is checked, the field caption will precede the field value in the report title. For example if the first field is captioned "Project: " and the value is "ABC Company Headquarters", if Use field in title is checked, the report title will be "Project: ABC Company Headquarters." If it is not checked, the title will be "ABC Company Headquarters."

The other seven fields always use the field caption as well as the field value.

Possible user defined fields may include:

• Project Name
• Project Location
• Estimator Name
• Status (i.e. low bidder and won, pending, etc.)
• Bid Date