Use the User-Defined Fields Screen to create addition data fields to customize certain functions.
You can use the Modify Forms screen and the Modify Reports screen to add your user-defined fields to forms and reports.
Tip: For example, you might create a Subcontractor Type field on the Vendor screen and assign these values:
- Concrete
- Drywall
- Flooring
- Roofing
In order to add or modify a user-defined field, the following must be true:
- All other users must be logged out of ProContractor when you create or modify a user-defined field.
- All other ProContractor screens must be closed when you create or modify a user-defined field.
To open the User-Defined Fields screen, click in the All Tasks pane.
You can create additional data fields that appear on the following functions:
Estimating
Projects
- Project screen records
- Project Documents:
- Enter Checklist screen
- Enter Daily Field Report screen
- Enter Issue screen
- Enter Project Plan screen
- Enter Request for Information screen
- Enter Submittal screen
- Enter Submittal Package screen
- Enter Transmittal screen
- Enter Meeting Minutes screen
- Enter Drawing screen
- Enter Drawing Package screen
- Enter Field Order screen
- Correspondence
- Enter Customer Lien Notice & Release screen
- Enter Customer Lien Notice & Release popup window
- Enter Vendor Lien Notice & Release screen
- Enter Vendor Lien Notice & Release popup window
- About the Enter Owner Change Order screen
- About the Enter Change Management Record screen
- Enter Contract Invoice screen
- Time & Material Invoices:
Equipment
Materials
Financial
Customers
Vendors
Employees
Administration
Note: The User-Defined Fields screen is a step in the customization setup process. The Modify Forms screen is the next step.