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Setting up PlanRadar

Customise Project Detail Fields

Overview

The default project detail fields are defined by PlanRadar and cannot be customised.

Add global custom project detail fields for all projects or add custom project fields for specific projects. You can edit, delete and rearrange them, as well as make global fields mandatory to fill in when creating a new project.

Access & Permissions

How to access Projects

  1. Click Projects

Customise Detail Fields for All Projects

Global custom detail fields for all projects can only be customied in the Webapp.

Add Global Custom Detail Fields

To add custom detail fields for all projects:

  1. Click Manage Project Details
    Customise Details.png
  2. Enter the field name for the new project detail
  3. Select the data type from the drop-down to define what data can be entered
  4. Optional: select the Required checkbox to make filling out the field mandatory
  5. Click ✔ to add the field
  6. Repeat steps 2, 3, 4, 5 to add as many fields as you want
  7. Click Done
    Add Custom Details.png

Edit Global Custom Detail Fields

To edit custom detail fields of all projects:

  1. Click Manage Project Details
    Customise Details.png
  2. Click the edit icon
    Edit Icon.png
  3. You can modify the name, data type, and set the detail as required or optional
  4. Click ✔
    Edit Field.png

Rearrange Global Custom Detail Fields

The default project detail fields are always listed first an cannot be rearranged.

To change the order of custom detail fields of all projects:

  1. Click Manage Project Details
    Customise Details.png
  2. Click and hold the order icon next to the field to move it by drag and drop
  3. Click Done
    Rearrange Fields.png

Delete Global Custom Detail Fields

You can delete custom detail fields of all projects only if they haven't been used. To do so:

  1. Click Manage Project Details
    Customise Details.png
  2. Click the Delete icon
    Trash Icon.png

Customise Detail Fields for a Specific Project

Add Custom Detail Fields to a Project

  1. Select the project
  2. Click + Add new field
  3. Enter a Field Name
  4. Select a Data Type
  5. Click Create field
  6. Repeat steps 2, 3, 4 and 5 to add more fields
  1. Select the project
    Select Project.png
  2. Tap Project Details
    Open Project Details.png
  3. Scroll down and tap Edit details
    Edit Details.png
  4. Scroll down and tap Add custom field
    Add Custom Field.png
  5. Enter the detail name
  6. Select the detail's data type (short text, long text, number, list, etc.)
  7. Tap Add to project
    Add Custom Field Details.png
  8. Repeat steps 4, 5, 6, and 7 to add more custom details to your project
  9. Tap Save
    Save Fields to Project.png

Edit Custom Detail Fields of a Project

  1. Select the project
  2. Hover over the custom field and open the more menu
  3. Click Edit
  4. Make your changes
  5. Click Update field
  1. Select the project
    Select Project.png
  2. Tap Project Details
    Open Project Details.png
  3. Scroll down and tap Edit details
    Edit Details.png
  4. Scroll down and tap the name of the custom detail you want to edit
    Detail Name.png
  5. You can modify the detail's name and data type
  6. Tap Save
    Edit Custom Details.png
  7. Tap Save
    Save Modifications.png

Delete Custom Details of a Specific Project

  1. Select the project
  2. Hover over the custom field and open the more menu
  3. Click the Delete icon
  1. Select the project
    Select Project.png
  2. Tap Project Details
    Open Project Details.png
  3. Scroll down and tap Edit details
    Edit Details.png
  4. Scroll down and tap the name of the custom detail you want to delete
    Detail Name.png
  5. Tap Delete from project
    Delete a Detail.png
  6. Tap Save
    Save Deletion.png

Duplicate Custom Detail Fields of a Project

To duplicate a custom detail field of a project (only available in the Webapp):

  1. Select the project
  2. Hover over the custom field and open the more menu
  3. Click Duplicate


Rearrange Custom Details of a Project

The default project detail fields are always listed first and cannot be rearranged. The global custom project detail fields are next in order.

To change the order of custom detail fields of a specific project (only available in the Webapp):

  1. Select the project
  2. Click and hold the order icon next to the field you want to rearrange, drag and drop it where you want to move it
  3. Click Save

Updated May 11, 2026