As an organization owner, you can customize the appearance of your project dashboards.
To begin customizing, select the three-line icon in the upper left corner to access the side menu. Click the white arrow next to your organization name at the top. In Organization Management, choose Customization to modify your Project Questionnaire Fields, which will then display on the Portfolio view.
To add a form field, click + and choose from these 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 changes, the new headers appear across all project dashboards. Modifications affect all projects.
Learn more about customizing your Resource Menu.