Custom Fields: Numerical Values

You can configure numerical custom fields to capture data like Budget spent, Budget allocated, Hours worked, Number of resources etc. This'll allow you to capture, track, and manipulate specific quantitative data points of interest to your strategy and organization.

1. From the profile picture/initials, click Admin > Settings > Custom Fields tab.

2. Either click Create new template or click the existing template to edit it.

   • If its a new template, give the template a name. Replace Untitled with the template name by entering into the text box.

3. Now, select an entity (Objective, Measure, Project or Action) for which you need to add the custom field, and click Add Group.

4. Click into the New Group text, and enter the name of the group. In the relevant entity's sidebar, you'll see only the group ("Budget" in this example) displayed and all the fields (Allocated, Forecast, and Spent) added to it will be seen only on expanding the group. Click the trash icon to delete a group.

5. Click Add Field to proceed.

6. Choose Numerical from the Field type dropdown list.

7. Enter the name of your field in the Label dropdown and click <Field name> - New numerical field.

8. As and when you fill in the details, you can see a preview of it.

   • Minimum value - lowest possible value for the field.

   • Maximum value - highest possible value for the field.

   • Default value - Prefill the field with a specified value.

   • Unit - In case of numerical data, specify the unit of measurement. If you do not find the unit of your choice, enter the text, and it'll prompt you to add it as a new option. Click on that and get that added to the list.

   • Decimal places - Choose the number of decimal digits that you want the field to display - defines the level of precision for displaying the populated fields.

   • Required - Select this check-box to make this field mandatory, otherwise it'll be optional.

   

Each field is auto-saved once populated. Click Add Field to add additional custom fields within the same group, or Add Group to create a new group of custom fields. While you can drag and drop the fields to reorder them within the group or move between groups, you can also drag and drop the groups in any order so that they appear the way you want them in the Sidebar.

If you wish to add an existing custom field, then select that field from the Label dropdown list. And, if you edit a value in the custom field, click Edit values. See Add or Edit existing custom field section in Create Templates and Custom Fields for details.

Click the three dots against the plan name and click Plan settings. Choose the relevant template from the Custom field template dropdown and click Save to apply the custom field to the plan. Once applied to a plan, you can then populate data for the relevant custom fields from the Edit sidebar view.

Please note that you'll see a progress bar only when you've your labels exactly as Allocated, Forecast, and Spent.