Overview
Project fields can help your organization manage Projects. Great examples of Project fields include department or cost center, Req ID, or Project type (Event, Talent Pool, Job, etc).
Project fields can be single select, multi-select, or freeform text. Project fields apply across the entire organization, and required fields apply to all new Projects created. Users select Project field choices when they create new Projects, can create Project Custom Fields for their own Projects, and can filter their Projects page by these fields.
Requirements
- You must have Admin access to your Gem account.
Create a new Project Field
Only Admins can create Project fields to organize Projects.
- From the main sidebar, select your profile, then select Admin settings.
- Select the Reporting & analytics tab.
- Select the Project fields option.
- Select the + New Project field button.
- Enter a field name and select the type. If it’s a single or multi-select field, add the options that should be available in the Project field dropdown.
- Select the Create new field button.
The new Project field appears in the list of fields, and is available for team members to select when adding or updating Projects.
Set up Project Custom Fields
Additional resources
Related articles
- Gem Projects Overview
- Create a Project in Gem
- Sharing Gem Projects
- Transfer candidates between Gem Projects
- Import candidates and prospects to Gem Projects
Have any issues or questions on this topic? Please feel free to contact your dedicated Gem Customer Success Manager directly or our Support team at support@gem.com.