Custom list

The Custom list setting lets your organization configure default lists that automatically populate custom drop-down list fields for projects. The following custom lists are available:

• Contract custom list 1

• Contract custom list 2

• Line item custom list 1

• Line item custom list 2

You can customize the name of the fields using the Custom labels settings. Use the Active toggle to indicate whether the list item is active. When the value is active it is available in lists. If it is inactive, the value is not available for use in future contracts or line items but is maintained where it was previously used.

Custom lists 1 and 2 are also used in the Custom fields section of the Bid packages Overview page. When the values are created in the bid packages module, the values are carried to the custom fields when the bid package is converted to a contract.

After a custom list has been used you cannot delete it from the organization settings unless you delete it from all line items. You also can inactivate a custom list, so it is not available for future use.

Custom lists set at the organization level are applied to the project level and default to Active.