Defining data fields for projects

You can use predefined fields, called fixed fields, and custom fields in projects to gather required information. You can also use this information in generated reports. Fields include project fields, event fields, library fields, and plan, program, and campaign fields.

About this task

There are two types of project fields:

  • Fixed fields are predefined in Marketing Operations OnDemand and include information such as title, job number, start date, and end date. You cannot change the name of the field or the data type, such as list or date. However, you can modify a field by specifying whether it is required, what help text to display, and whether it is included as a report field or report filter.
  • Custom fields are fields that you add to collect more project data. You can define what information is collected by specifying a label and data type.

Project fields include fixed and up to 94 custom fields. Event fields include up to 94 custom fields. Library fields are fixed. Plan, program, and campaign fields include up to three custom fields.

Note: You can delete custom select-list options without impacting previous submissions or projects that use the deleted options. When you delete an option, the system removes it from the current custom-field select-list options. However, the option remains in submissions and projects that reference it. In such cases, the deleted option has an asterisk (*) in front of it, along with this explanatory text:

This option is not in the defined list of values for this field. If this field is changed to a different value, this option will not be available in the future.

To define data fields for projects, complete the steps in the following tasks.

  • Modifying fixed project fields
    You can modify fixed fields by specifying whether it is required, what help text to display, and whether it is included as a report field or report filter.
  • Fixed project fields
    Fixed project fields are pre-defined in Marketing Operations OnDemand.
  • Adding and modifying custom project fields
    Custom fields are fields that you define. You can add a total of 94 custom fields for projects. These fields can consist of any combination of the allowed field types.
  • Adding and modifying custom event fields
    Custom fields are fields that you define. You can add a total of 94 custom fields for events. These fields can consist of any combination of the allowed field types.
  • Modifying library fields
    Library fields are fixed. You can modify a fixed field by specifying whether it is required, what help text to display, and whether it is included as a report field or report filter.
  • Library fields
    Fixed library fields are pre-defined in Marketing Operations OnDemand.
  • Defining fields in plans, programs, and campaigns
    You can define up to three fields to be used on the plans, programs, and campaigns screens.
Parent topic: Configuring your account for the project workflow