Number custom fields in Productive are a versatile tool that allows you to add numerical values to various items such as Budgets, Companies, Deals, Expenses, Invoices, and more.
These fields can be used to capture quantitative data, making it easier to track metrics, set priorities, or record any numerical information relevant to your projects.
Unlike text custom fields that support numbers, number custom fields in Productive support integers only.
1) Adding a Number Custom Field
1) Navigate to Settings > Custom fields:
Choose the desired item you want to apply the field to (Bookings, Budgets, Companies, etc.), and click on "Add new custom field".
2) Navigate to Settings > Employee fields:
If you are adding the field for your employees and contractors, open the Employee fields, and click on Add new field.
2) Selecting the Number Field
From the custom field menu, select the Number field type.
3) Name and Configure the Field
Name and Description
Give the custom field a name and description.
Aggregation Type
Choose whether you want the number to be aggregated as an average or a sum in table and report layouts.
Format
Decide whether to format the value as a decimal or percentage, shown in tables nad reports.
Field Properties
Decide whether you want to see the input for the field when creating new or editing budgets.Set as Required
If enabled, this field must be filled in when creating a new budget.
Create Field
Click "Create field" (or "Update field" if editing an existing field).
4) Applying Number Custom Fields
Once created, you can apply the number custom field to any relevant item:
Create or Edit an Item
Go to the item you wish to apply the custom field to (e.g., Budget, Deal).
Input Number Data
Find the custom field section and input the numerical value you want to track.
Custom Fields in Reports
Here's how it looks when you add a number custom field to one of your reports. In this example, we added our "Estimation Value" field.
We previously set the field's aggregation type to "Average" and formatted the value as "Decimal".
Consequently, the report displays the average value of all entries, formatted as a decimal, providing a clear and concise view of the data.
