Capture Key Business Information with Custom Project Fields

Article Contents

1. Why Use Custom Project Fields
2. Setting Up Custom Project Fields
3. Adding Custom Field Data to Projects
4. Viewing Custom Field Information
   1. Summary Tab in the View Project Popup
   2. Projects Dashboard - Add as a Column
   3. Exporting to Excel

Why Use Custom Project Fields?

Hiro already includes many fields designed specifically for built-environment consultants. However, every business has unique needs, and custom project fields enable you to capture additional project information that matters to your workflow. Whether it’s compliance requirements, contract types, or region-specific details, custom fields help tailor Hiro to fit your processes.

Setting Up Custom Project Fields

Custom project fields can be created and managed from Settings > Custom Project Fields.

Note: Only Hiro Global Administrators have access to the Custom Project Fields settings.

Here, administrators can:

• Define field labels and choose from various data types (text, numbers, dates, dropdowns, etc.).

• Set a mandatory requirement to ensure the field is always filled.

• Arrange the display order of fields in the project form.

• For dropdown (single/multi-select) fields, drag and drop options to reorder them in the list. The order set here determines how options appear in the dropdown when selecting a value.

Adding Custom Field Data to Projects

Once set up, custom fields appear automatically in relevant project forms. Data can be entered:

• During Initial Lodgement on the Summary page – When using:
  • New Enquiry
  • Convert Enquiry to New Jobs
  • New Job Without Enquiry

• Afterwards – By editing the project via the Edit Project Details page.

Mandatory Fields

Some custom fields may be marked as mandatory, meaning they must be completed during both project lodgement and editing.

• If a field is set as mandatory after a project already exists, future changes to that project will require a valid value for the new mandatory field.

• Mandatory fields are styled in bold to visually indicate that they require input.

• This follows Hiro’s standard convention, where all required fields across the system are displayed in bold to maintain consistency.

Viewing Custom Field Information

Once entered, custom field data can be viewed in multiple ways:

1️⃣ Summary Tab in the View Project Popup

• Search for a project and open the View Project popup.

• Custom field values are displayed alongside standard project details on the Summary tab.

2️⃣ Projects Dashboard - Add as a Column

Custom project fields can be shown as additional columns on the Projects Dashboard:

• Click the Columns button at the top of the page.

  

• Enable the checkbox next to the field you want to display.

  

• Drag and drop it vertically to arrange it in your preferred position.

• Column settings are user-specific, so changes won’t affect other users.

3️⃣ Exporting to Excel

When you use the Export to Excel button on the Projects Dashboard, all custom project field information is included in the exported spreadsheet.