Project Properties: Designate Fields As Required | Community
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RalphDa
Level 2
Mar 23, 2017 7:11 PM UTC
New

Project Properties: Designate Fields As Required

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

    Madalyn_Destafney
    Madalyn_Destafney
    New Participant
    Sep 26, 2022 12:17 PM UTC

    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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    Ian_Galchutt
    Ian_Galchutt
    Level 2
    Apr 28, 2022 4:21 PM UTC

    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.

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    satchellmrQBP
    Level 4
    Jun 20, 2019 8:04 PM UTC

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

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    JeanCh1
    Level 3
    Jun 20, 2019 7:59 PM UTC

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

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    MatthewMa2
    Level 5
    Jun 20, 2019 7:51 PM UTC

    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.

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    SarahWilkersonCA
    Level 7
    May 14, 2019 7:39 PM UTC

    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.

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    RussellGa
    Level 2
    Jun 5, 2017 11:29 PM UTC

    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.

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