What can you customize?

The items you can customize depend on the object:

For invoices, you can add custom attributes to the Summary tab.

For plans, programs, and projects, you can customize the content or appearance of all the tabs except the Analysis and Budget tabs.

You can add custom fields to the Summary and the Tracking tab, but not to the Workflow tab or Attachments tab.

For workflows, you can customize nearly all characteristics, such as stages, steps, dependencies, durations, and so on.

For metrics, you define and edit them using the Metrics Editor, and they appear in the Tracking tab.

For attachments, you can modify the categories that appear, as well as adding default attachments that appear in all objects created based upon the template.

For projects, requests, and marketing objects, you can customize security permissions for each tab included in the templates (both custom and default tabs).