What can you customize?

The items that you can customize for your templates depend on the marketing object type. You can change the names of standard attributes; add custom attributes, metrics, and workflow; and translate templates.

The items that you can customize for your templates depend on the marketing object type. An overview of the different ways you can customize templates follows.

  • You can rename the standard attributes on the Summary tab for all template types. You can also mark those attributes as required, standard, or hidden to streamline the template. See Attributes tab.
  • You can add custom fields to the Summary tab for all template types. See Sample Summary tab for an example.
  • You can add a tab with custom fields to templates for programs, projects, offers, and your custom marketing object types. See Custom tab example.
  • You can create metrics and add them to a metrics template. Then, associate the metrics template with a plan, program, or project template. Users see the metrics on the Tracking tab when they work with instances of one of these marketing object types. See Metrics.
  • On the project Workflow tab, you can customize nearly all of the characteristics, including the stages, tasks, dependencies, and durations. See Project template Workflow tab.
  • For the Attachments tab, you define the folders that help users organize attachment files. You can also add default attachments to all objects that are created from a template. See Template Attachments tab for adding folders and files.
  • For projects, requests, and custom marketing objects, you can customize security permissions for each tab included in the templates (both custom and standard tabs). See Controlling access to templates.
  • You can customize the Budget tab, which is available for programs and projects when the Financial Management module is enabled. See Budget tab customization.

You can also configure templates to translate values for different locales. See Multi-locale support for templates.