As an organization Owner, you can customize the look and feel of your Projects Dashboards.

To start customizing, click the three-line icon in the upper left corner to open the side menu and click on the white arrow next to your Organization name at the top of the menu. In Organization Management you can set up and customize your organization. In this case, selecting Customization will allow you to customize your Project Questionnaire Fields. These will then be reflected on the Portfolio view.

To add a form, click + and select Single-Select Dropdown and select one of the following options:

  • Free Form Text Field: Allows users to add free text to a field

  • Single-Select Dropdown: Allows users to select one pre-defined value in a field

  • Multi-Select Dropdown: Allows users to select multiple predefined values in a field

  • Numeric Text Field: Allows users to fill out a figure in currency, percentage, or number

When you save, these headers will now appear on all Project Dashboards. If you change these, it will also affect all projects.

Learn more about customizing your Resource Menu.

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