The BlueCollar Project record is deployed with some default setup but is designed to be flexible and fulfill various customer needs.
Administrators are able to add custom fields to the BlueCollar Project form by
As an administrator, new fields can be added as needed by navigating to Customization -> Lists, Records, & Fields -> Record Types and then selecting the Blue Collar Project record type. On th Fields tab select 'New Field' and add a field as you normally would.
Users can create saved searches and make them available as a sublist and then populate them in a subtab on the Project record.
This is useful since various businesses might want to create unique criteria or bring in custom fields specific to their account within project searches.
By default, BlueCollar Projects are not restricted to a single subsidiary, meaning that all users can see all projects regardless of their subsidiary role security. It also means that BlueCollar Projects are able to exist in multiple subsidiaries at once which is a common use case for certain industries like solar or transmission line installation.
Administrators are able to enable Subsidiary filtering by
Users will now be able to filter by the Subsidiary or Subsidiaries that the Project should be available in.