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 Viewpoint Estimating when you create or modify a user-defined field.
- All other Viewpoint Estimating 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 records
- Project Documents
- Checklists
- Daily Field Reports
- Issues
- Project Plans
- Requests for Information
- Submittals
- Submittal Packages
- Transmittals
- Meeting Minutes
- Drawings
- Drawing Packages
- Field Orders
- Correspondence
- Customer Lien Notices
- Customer Lien Releases
- Vendor Lien Notices
- Vendor Lien Releases
- Owner Change Orders
- Change Management Records
- Contract Invoices
- Time & Material Invoices (both manual and generated)
Equipment
- Equipment records
Materials
- Catalog Item records
- Inventory Usage Header
Financial
- Chart of Accounts
Customers
Vendors
- Vendor screen
- Vendor Invoices (on the Enter Vendor Invoice, Adjust Vendor Invoice, View Vendor Invoice, and Enter Vendor Invoice Initial Balances screens)
- Purchase Orders
- Subcontracts
- Subcontract Change Orders
Employees
Administration
Note: The User-Defined Fields screen is a step in the customization setup process. The Modify Forms screen is the next step.