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How To Add Global Value Sets In Project Fields

Why This Matters

Global Value Sets provide consistent dropdown options that can be reused across project fields. Administrators can also control which individual values remain available for new selections by setting them as active or inactive.

Inactive values are removed from new dropdown selections while previously saved values remain visible with an “(inactive)” label. This helps maintain historical project data without allowing inactive options to be selected again.

What You'll Need

  • Admin access to SubcontractorHub

  • A web browser (Chrome or Edge recommended)

Step-by-Step Instructions

Step 1: From the main menu, go to “Database” under “Manage Database”.

Step 2: Click “Stages” and go to “Global Value Sets”.

Step 3: Click “Add”.

Step 4: Give your value set a “Label” and add the required dropdown options. Use the toggle beside each option to set it as Active or Inactive, then click “Save.”

Step 5: You can find all the Global Value Sets here.

How to Set the Global Value Sets in Project Fields?

Step 1: Go to “Project Fields & Stages” then click “Fields”.

Note: This flow will work only if you have enabled it from the settings.

Step 2: If the field type is set to Dropdown, you can select Choose from Global Value Sets under Dropdown Options to link a Global Value Set to that field. This allows you to use predefined values instead of adding options manually.

Note: Duplicate handling has been added to identify and manage duplicate options more efficiently. 100% matches (exact duplicates) are flagged using color coding, while 60% matches (potential duplicates) are highlighted for review. During CSV uploads, the system also identifies duplicate options and allows you to choose whether to include or exclude them.

How to View True Duplicates?

How to View Potential Duplicates?

Real-World Example

💡 An administrator uses a Global Value Set for project dropdown options. When one option is no longer used, the administrator marks it as inactive. New projects no longer show that option, while projects that already use it continue to display the value with an “(inactive)” label.

Pro Tips

  • Reuse common values: Use Global Value Sets for dropdown options that need to stay consistent across multiple project fields.

  • Deactivate instead of removing: Mark an option as inactive when it should no longer be available for new selections but existing project data needs to remain visible.

  • Review values before saving: Confirm that the correct options are active or inactive before saving the Global Value Set.

Troubleshooting

Problem

Solution

A Global Value Set option does not appear in a dropdown.

Check whether the option is set to Inactive in the Global Value Set. Inactive options are not available for new selections.

An inactive value still appears in an existing project.

This is expected. Previously saved values remain visible with an “(inactive)” label to preserve historical project data.

An inactive value cannot be selected again after it is removed.

This is expected. Once an inactive value is cleared from the project field, it is no longer available in the dropdown.

Changes to the value set are not reflected.

Confirm that you clicked “Save” after updating the Global Value Set.

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