Customize the system to match your exact needs
Create custom forms and fields to manage everything that happens across all of your projects.
Powerful features. Easy to use.
Build and customize forms
Customize any form in ProjectTeam.com to match your organization's business and project needs using powerful and intuitive features. In ProjectTeam.com you can:
- Create custom fields (text, numbers, formulas, and more)
- Reorder fields on forms
- Set field-level security permissions
Include customizations in reports, dashboards, and print templates
Everything you track in ProjectTeam.com, including all customizations you add, can be included in your reports and print templates. In ProjectTeam.com you can:
- Group by any custom field
- Format outputs with custom branding
- Export data to PDF, Excel, and CSV
Standardize your custom processes with project templates
Customizations can be added at a project or company level. Group multiple customizations into a template to help standardize your processes. In ProjectTeam.com you can:
- Create multiple variations of the same form
- Use a template when setting up new projects
- Run cross-project reports on custom data
Get more out of your projects with customizations
The ability to customize forms in ProjectTeam.com gives you the power to track everything that happens on your projects without having to rely on multiple systems. All of your data is in one trusted and secure platform.
Custom fields
Add custom fields to any of the standard forms in ProjectTeam.com. You can add fields that track different types of data including text, numbers, dates, and more.
Build forms
Build custom forms at the project level or at your company level. Each form can have an unlimited number of fields to ensure you always have a place for your data.
Field-level security
You can add field-level security to every field that you add. You have options to set fields as hidden, read-only, or read & write per user or group on your projects.
Custom reports
Every customization that you make can be included in reports and dashboards. You can even group, sort, and filter by any field that you add.
Track field activity
Every form in ProjectTeam.com has an activity history panel that shows every change made to every field. Any time a user updates a custom field, you will know about it.
Custom branding
Add your organization's logo and brand elements to your reports, dashboards, and print layouts. Make pixel-perfect adjustments to reinforce your brand identity.
Easy to use
Don't let the word "customization" scare you. There is no code or technical skills required. All customizations are done easily from the user interface.
Integrations
Customizations added to ProjectTeam.com can be included in the integrations you have with other business applications. Map fields to any other data points needed.