FAQ: Custom Forms

While ProjectTeam.com comes out-of-the-box with many construction industry-standard forms such as RFIs, Submittals, Change Orders, Contracts, Budgets, and more, you can extend the default functionality through custom forms and fields.

One of the most frequently asked topics when talking to companies looking for new software is "Custom Forms." We've gathered several of the most commonly asked questions to help you better understand why the ability to customize is so important to your overall software success.

What is a Custom Form?

When we talk about custom forms in ProjectTeam.com, we mean a grouping of fields based on a specific need. Good examples of custom forms could be Inspection forms, Safety forms, Survey forms, etc. A "Form" is something a user can pull up on their desktop, tablet, or smartphone and fill out fields. Custom forms in ProjectTeam.com can include fields for text, numbers, dropdowns, and more. Once a form is filled out, the user can save it and share it with other users on their projects.

Each specific data entry of any form is called a "Form Record". Form records in ProjectTeam.com can be associated with workflows, attachments, comments, action items, and other related records. Form records can be exported to print outputs, reports, and dashboards.

Why should I care about custom forms?

With other non-customizable construction project management applications, you are forced to mold your processes to the way the application is pre-built. With ProjectTeam.com, you can mold the system to your processes. 

Customization features allow you to keep everything you need to track on your projects in one central location. You can eliminate the need for specialized Excel spreadsheets and local folder structures. ProjectTeam.com is flexible enough for you to build custom forms for all your project information.  

This is what makes ProjectTeam.com is such a powerful tool - everything is tied together. Once your custom forms are configured, you can use your Forms across all your projects and you can report on all the data that is entered into those forms. The result is a solution that mirrors your exact process and interacts with powerful tools such as reports and dashboards that help you understand your data trends and make smarter business decisions.

How technical do I need to be to add customizations?

You don't need any technical skills at all. Customizing ProjectTeam.com is an extremely easy process that, like other features of the system, is based on a WYSIWYG (What You See Is What You Get) editor. In just a couple of minutes, you can drag and drop fields such as numbers, dates, text, dropdowns, and even tables into your Forms. 

The other great aspect of form customizations is that you have complete control over who can edit or even view your forms and fields. When adding new fields to your forms, you have the ability to apply No Access, Read-Only Access, or Read/Write Access permissions to users and groups within your project. That level of control carries forward to all other areas of the application such as print templates, reports, and dashboards. 

Customizations and configurations are two of the most powerful tools in ProjectTeam.com and they both separate ProjectTeam.com from other products on the market. If you'd like to learn more about building custom forms in ProjectTeam.com, schedule a free demonstration.