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Which fields in the Specifications tool can be configured as required, optional, or hidden?

Background

Certain fields in the Specifications tool can be configured as required, optional, or hidden. For example, if you want to make a certain date required, or hide a section that is not relevant to you and your team, you can configure these preferences in the Company level Admin tool and then apply them to one or more projects. See Create New Configurable Fieldsets. After a fieldset has been created, custom fields can be created and added to the Specifications tool in the selected projects. See Create New Custom Fields.

Note: The Specifications tool must be active for projects in your account in order to create configurable fieldsets and custom fields for specifications. This feature is not available for specifications imported to the Admin tool. 

Answer

The table below details which of the Specification tool's default fields can be configured for projects:

Note:

  • A GREEN checkmark icon-permissions-green-check.png indicates the field can be configured to this setting. 
  • A RED 'x' icon-permissions-red-x.png indicates the field cannot be configured to this setting. 
  • A field name in GRAY italics indicates the field cannot be configured from its default setting.
Field Name Required Optional Hidden
Issued Date icon-permissions-green-check.png icon-permissions-green-check.png icon-permissions-red-x.png
Received Date icon-permissions-green-check.png icon-permissions-green-check.png icon-permissions-green-check.png
Revision icon-permissions-green-check.png icon-permissions-red-x.png icon-permissions-red-x.png
Set icon-permissions-green-check.png icon-permissions-red-x.png icon-permissions-red-x.png

See Also