Overview
Custom Fields for Cost, Number, and Percentage now support Sub-fields. This enhancement enables users to display a total value alongside detailed components that make up that total.
Key Features
Users can create, edit, and remove Sub-fields as needed.
The total value on the top line will always reflect the sum of the numerical Sub-fields. When Sub-fields are enabled, the top line becomes uneditable, as it is automatically calculated based on the Sub-fields.
Users can toggle their visibility using the “Hide/Expand” button to accommodate potentially numerous Sub-fields.
This feature can be enabled for existing Custom Fields. If a field already contains a value, that value will be converted into the first Sub-field, ensuring the total value remains unchanged. Moving forward, the total can only be edited through the Sub-field line.
Any changes to Sub-fields will be tracked in the activity log.
The feature can be disabled at any time by unchecking the option in the Custom Field template. When disabled, all Sub-field data will be removed, and the total value will again become editable. Users will receive a warning about this, as Sub-field data will not be recoverable after the change.
Native Apps
Subfields can only be viewed (total value) within the Native Apps. Editing, adding, or removing Sub-fields requires the Web App.
Exports
Exports display the total value only.
Copying or Moving Points
Sub-field values are copied/moved over if the destination site has the corresponding Custom Field setup.
Voly Integration
Sub-fields will be enabled by default for all Voly Cost fields. These Sub-fields will display the expenditure amount and a reference, including the description, date, and, if available, the supplier associated with the expenditure. This ensures that Pinpoint Works users clearly understand how the expenditure contributes to the total value at this point. Sub-fields and totals generated within the Voly system will remain uneditable on the Pinpoint Works platform.
Read more in the Integration with Voly Projects article.
Use Cases
Tracking Spend on a Job
Break down costs into individual components to monitor spending more effectively.
Inventory Management
Use negative Sub-fields to track usage or remaining inventory.
Payment Completion with Percentages
Record payment progress as percentages, providing clarity on outstanding amounts.
Still have questions?
Send us a message through the chat icon in the web app, email us or keep looking through our Help Centre for more information.