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Clean-up your project page layouts

Arrow has various fields that are used to support the full project management process and automate many of the core functions of professional services. These functions include budgeting, time tracking, expense management and invoicing. If your organization is not planning to use one of the core, automated functions you are able to remove the fields that support the function and have been installed from your page layouts.

EDITING A PROJECT LAYOUT

  1. From the Setup menu navigate to Object Manager > Project.
  2. On the Object’s details page click Page Layouts.
  3. Click the name of the Page Layout that will be edited to enter the Page Layout Editor.
  4. On the Page Layout Editor either drag the fields that are not needed off the page, or hover on the field and click the delete icon.


  5. After all of the fields have been updated or removed click Save. Repeat this series of steps for each page layout that needs to be edited.

FIELDS THAT CAN BE REMOVED BASED ON FUNCTION

The table below defines the fields that can be removed from the page layouts if the specified function is not being used in the system.

FieldBudgetTime TrackingExpensesInvoicing
% of Total Budget (Live)XXX
Additional Expense BudgetX
Additional Service BudgetX
AP ConfigX
Billing ConfigX
Budgeted Hours RemainingX
ContingencyX
Contingency AmountX
Expense BudgetX
Expense Budget RemainingX
Invoiced Expense AmountXX
Invoice HoursXX
Invoiced Service AmountX
Logged HoursX
Percent of Total BudgetXX
Planned Hours RemainingX
Planned Services AmountXX
Service BudgetX
Total Billable Expense AmountXX
Total Billable Service AmountX
Total BudgetX
Total Budget (w/ Contingency)X
Total Budget Remaining (w/ Contingency)X
Total InvoicesX
Total Service BudgetX
Total Service CostX
Unapproved ExpensesX
Uninvoiced ExpensesXX
Uninvoiced HoursXX
Uninvoiced ServicesXX
Unplanned Budget Daily RateXX
Write Off AmountXX

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