×
Menu
Search
 
   
   
   
 

Fields

 
This feature allows you to set required fields and default values in PMWeb record headers.
 
Navigation Path:  Portfolio>Setup>Settings>Fields
Fields
 
1

Record Type

Select the module.
2

Edit

Highlight the Field Names you want to modify and click Edit.  Check or check the required box.
3

Required

Click to make fields required/not required.
4

Default Value

Enter the Default value you wish the field to populate with when the record is created. 
 
When changes are complete click the Update Records icon.