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, 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).
Sample summary page
Custom tab example
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