User-Defined Fields screen

Use the User-Defined Fields Screen to create addition data fields to customize certain functions.

You can use the Modify Forms screen and the Modify Reports screen to add your user-defined fields to forms and reports.

Tip: For example, you might create a Subcontractor Type field on the Vendor screen and assign these values:
  • Concrete
  • Drywall
  • Flooring
  • Roofing
In order to add or modify a user-defined field, the following must be true:
  • All other users must be logged out of Viewpoint Estimating when you create or modify a user-defined field.
  • All other Viewpoint Estimating screens must be closed when you create or modify a user-defined field.

To open the User-Defined Fields screen, click Administration > Setup > User-Defined Fields in the All Tasks pane.

You can create additional data fields that appear on the following functions:

Estimating

Projects

  • Project records
  • Project Documents
    • Checklists
    • Daily Field Reports
    • Issues
    • Project Plans
    • Requests for Information
    • Submittals
    • Submittal Packages
    • Transmittals
    • Meeting Minutes
    • Drawings
    • Drawing Packages
    • Field Orders
    • Correspondence
  • Customer Lien Notices
  • Customer Lien Releases
  • Vendor Lien Notices
  • Vendor Lien Releases
  • Owner Change Orders
  • Change Management Records
  • Contract Invoices
  • Time & Material Invoices (both manual and generated)

Equipment

  • Equipment records

Materials

  • Catalog Item records
  • Inventory Usage Header

Financial

  • Chart of Accounts

Customers

Vendors

  • Vendor screen
  • Vendor Invoices (on the Enter Vendor Invoice, Adjust Vendor Invoice, View Vendor Invoice, and Enter Vendor Invoice Initial Balances screens)
  • Purchase Orders
  • Subcontracts
  • Subcontract Change Orders

Employees

Administration

Note: The User-Defined Fields screen is a step in the customization setup process. The Modify Forms screen is the next step.