Defining fields in plans, programs, and campaigns

You can define up to three fields to be used on the plans, programs, and campaigns screens.

About this task

Note: Data from the plans, programs, and campaigns fields cannot be pulled into reports.

To define a field that is displayed on plan, program, or campaign pages, complete the following steps.

Procedure

  1. On the System Administration page, click Field Settings.
  2. On the Field Settings page, click either Plan Fields, Program Fields, or Campaign Fields.
  3. In the Label column, click the link for the category.
  4. Enter Help Text to provide user assistance for the field.
  5. Select Include as a Report Filter to include this field as a filter option on the Reports page.
  6. Click Save.