A single-value category is a group of single-value data fields. Each single-value data field can store only one user-entered value at a time, for example, a project leader or a due date. Some single-value data fields can have multiple options, for example, a project's status can be 'not started', 'in progress', or 'completed', but the data field can store only one status at a time. The following image shows examples of single-value data fields on a form.
A data table contains data fields that can have rows of values. For example, a project typically has several tasks and each task might have information about what it is, who it's assigned to, and when it's due. The following image shows an example of a data-entry table where data fields are the columns (Subject, Status, and Start Date) and the user-entered values are the rows.
If you have a group of closely-related data fields, then you can create a new single-value category or data table. For example, you might create a new data table called Vendor to categorize vendor-related data fields such as name, address, phone, contact, goods, services, and so on.
In the dashboard, project counts are unique variables that use key date fields, such as Start Date or Due Date, to determine the number of projects within a specific time interval, location, or other grouping variable. For example, you might use the project count called Number of Projects Completed, which uses Completion Date to determine the number of projects completed by month, by quarter, this year, and so on.
You can create a new project count based on a date field or a formula field that uses date values. You can also change the name or the associated date for existing project counts. Project counts are only available in dashboard reports. You cannot add them as data fields in form templates.
When you have the full version of Companion, data architects manage data fields in the design center. If you are a data architect, go to Create global data fields.
When you use the Companion desktop app only, users can create and edit data fields in their own projects. Go to Create local data fields.