SubcontractorHub lets you create custom project page layouts tailored to your team’s workflow. By adding custom fields and organizing them into sections, you can collect the exact data you need for each project. Follow the steps below to create and manage your custom project page layouts.
Step 1: Locate "Manage Database" and click “Database” tab on the left-hand side.
Step 2: Click the “Page Layout” tab on the left-hand side.
Step 3: Click “Layouts”.
Step 4: Click “Project".
Step 5: Click on the “Add” button on the top right corner to add a new layout.
Step 6: Add the page name and assign the role of the new page layout.
Step 7: Select “Add” to create a new layout for the “Add New Project” page and select “Edit” to create a new layout for the “Edit Page” of the project.
Additional Information
Before adding a new page layout, you have the option to create custom fields for the page. Simply navigate to the "Custom Fields" section under Page Layout and select "Project" within the Custom Fields menu.
Click Add on the top right corner to create a new custom field.
Just add the label for the new field, select its type and predefined value, and click “Save”.
Note: In the “Label” field, enter the name of the field (e.g., Site Survey).
The “Key” will automatically generate. The key is a unique identifier used to collect and store data in SubcontractorHub’s backend.
To make the field obligatory (marked with a red asterisk), select “Yes” in the “Is Required” dropdown; otherwise, select “No”.
Select the field type in the “Type” dropdown. Types include text, text area (a larger text box), file, dropdown (in which you can add dropdown options), date and time, number or currency.
In the “Predefined Values” dropdown, you can select a value, which will autofill your custom field. Predefined values vary greatly, allowing you to pull data ranging from the contact name to percentage of the contract price.
You can select a dependent field from the “Dependent Field” dropdown. Dependent fields let you control which fields appear within a project stage. This helps streamline job stage workflows and ensures that teams only see the inputs relevant to their current project step.
Your new custom field is now ready to be added to your new project page layout.
Step 8: Scroll down and click “+ Add” to add a new custom section to the page.
Step 9: Add a name for your custom section.
Step 10: Drag and drop standard and custom fields to populate custom section.
Step 11: Click “Save” to save your new project page layout.
