Nomenclature

In the portfolio or project settings, you can customise the names and labels in your projects.

Nomenclature changes affect:
  • The list and tile views.
  • The right-side panels.
  • The full record form.
  • The Excel import sheet.
  • Error messages, notifications, and reports.
  • Role permissions and setting names (if the changes are made at the portfolio level).
Note:
  • Some names and labels are not included in the nomenclature settings. They may be edited in other settings or they only use the system names.
  • The ProjectSight documentation uses the system names.
Nomenclature settings are grouped in the following sections:
  • Form Nomenclature: The names for a single item and for multiple items.
  • Tab Nomenclature: The tab names for an item.
  • Field Nomenclature: The field labels for an item.
Additional sections are available for child records such as checklist items.
Note: Picklist nomenclature, identified by the word (Views) in the system name, is used for differentiating between two fields with the same label and for fields with ambiguous labels. For example:

Editing the nomenclature

You can edit the nomenclature.

  1. Open the record settings and select the item type.
    Note: The Companies nomenclature is only available at the Portfolio level.
  2. On the settings menu, select Nomenclature.
    Note: The checklist nomenclature is available on the Checklist Nomenclature and Template Nomenclature tabs.
  3. In the Nomenclature column, enter the desired text. Changes are saved automatically.
    Tip: To use the default nomenclature again, you can enter the name from the System Name column.