Add a project component

Add components to the project library to standardize options when creating naming conventions.

  1. Select Records from your project settings.
  2. Select Information records.
  3. Select Components from the Information records project settings.
  4. Select the checkbox for the component to configure.
    ProjectSight displays the details of the component, including the current descriptions.
  5. For a list component, configure the values using the following actions:
    1. Select Add new code to add a new value for the component, or select the code to change its value.
      If there is no minimum or maximum length displayed, there are no restrictions for the code.
    2. Enter the new code for the value in the Codes field.
    3. Enter a new description for the code in the Description field.
    4. Select Done.
  6. For a free text component, configure the specifications using the following actions:
    1. Select the pencil Edit icon to update the specification.
    2. Change the minimum or maximum length and the contains text or alphanumeric option as needed.
    3. Select Done.
ProjectSight displays the new value. It will be available when this naming convention is used to name a document.