Create & Edit Field Mappings

Overview

Fill project reports automatically with project details or the date and time when the report gets created.

It is also possible to map lists to allow only to select items from the list when creating the project report. Dropdowns can also be created for project members including their name, company and email address of users in the project.

To get started with project reports you should first read the fundamentals about Project Reports.

How to access Project Report Templates

1. Hover over Templates
2. Click Project Reports

Map Fields or Lists

Continue here when you Create & Edit Project Report Templates.

To map fields or lists:

1. Open the project report template whose fields you want to map.
   
2. Click the field you want to fill automatically or assign a list to.
3. Select the field or list from the drop-down menu on the right to map it.
   
4. Click Confirm
   
5. Repeat these steps for each field you want to map.
6. Click Save mapping
   

Once the mapping is saved, the mapped fields will be pre-filled automatically when using the project report template. In case of mapped lists or user details, there will be a drop down to select an item from the list when filling out the project report.

Related Articles

Manage Project Report Templates

Restrict Project Report Templates to Specific Projects