Plan Fields

Plan-level fields can be used to specify a custom attribute per plan, which can then be used in Plan Naming Conventions

Micaela Abreu Caesar avatar
Written by Micaela Abreu Caesar
Updated over a week ago

What are Plan Fields and what are they used for?

Plan fields can be used to specify a custom attribute per plan, which can then be used in Plan Naming Conventions. They differ from regular fields as they can only be filled in the Plan Setup and not in the actual Sheet View.

In other words, this means that there can only be one value per Plan Field per plan, whereas a regular field in the Sheet View could have many different values depending on the line item/row.

⚠ Please note that admin access is required to make any changes to the Plan Fields.


Plan Field Section

You will find the Plan Field section within your Settings on your Parent account. This is where you will get an overview of all the Plan Fields in your account.

Plan fields are displayed by name and can be in one of four possible states:

  • Default

  • In use

  • Inactive - indicated by the ‘Delete’ icon

  • Required

Default

'Default' fields cannot be deleted

In Use

'In use' fields are fields that are used as part of the current plan naming convention. These plan fields cannot be deleted unless they are removed from the current plan naming convention.

Inactive

'Inactive' fields are fields that are NOT used as part of the current naming convention. They can be deleted. However, just because a field is not used in the convention doesn't necessarily mean that it does not contain values. So, make sure you are 100% certain you want to delete a field before doing so because all values contained within that field will be lost.

Required

If a plan field is marked as 'Required', it must be filled out when creating the plan shell.

Plan fields in the tool


Create a Plan Field

To create a field, follow these steps:

  1. Navigate to Plan Field: Locate the 'Plan Field' option under the 'Settings' in your parent account.

  2. Select Field Type: Choose the appropriate field type, either 'Date' or 'Text' from the Type options.

  3. Provide Field Name and Description: Enter a name for your new field and provide a detailed description to clarify its intended use and purpose.

  4. Finalize Creation: Click the 'Create' button to finalize the setup of your new field.

Example of how to create a custom plan field


Delete a Plan Field

To delete a plan field follow these steps:

  1. Navigate to Plan Field: Locate the 'Plan Field' option under the 'Settings' in your parent account.

  2. Locate the Plan Field: Scroll through the list to find the Plan Field you wish to delete.

  3. Delete the Field: If the field is deletable, you'll see a delete icon to the right of the field. Click on this icon to proceed with deletion.

  4. Confirm Deletion: Click on the red 'Delete' button that appears. This will permanently remove the field.

Example of how to delete a plan field


Incorporate a Plan Field into a Naming Convention or Template Field

All Plan Fields will be displayed as optional components in the Plan Naming Conventions section. To incorporate a Plan Field into your plan naming convention, simply follow the steps in the linked article.


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