You can manage the core data of a Plan by adding custom fields to the Plan's form.
You can select pre-built fields from the Library or create your own unique fields.
Adding Fields from the Library
Click Add from library.
Common suggested fields include:
Description: Free text to detail the planning.
Additional information: A free text box for valuable information.
Price: A price range for the planned procurement (ensure the currency is correct).
2. Complete the Default content fields.
3. Select the tick box next to a field to add it to the form.
4. Click Save.
5. Adding a New Custom Field
6. Click Add new.
7. Define the new field:
Give your field a name.
Select the Type of field (the window will adapt based on the data type selected).
Provide a short Description.
Select Save new form field also to library if you want to reuse this field in the future.
8. Click Save.
Article Ref: 141020251310