Description
Plan Principles let you add custom fields to a plan — extra data fields beyond the standard title, owner, and group. These fields capture plan-specific information like budget, strategic alignment, risk level, or any other metadata your organisation needs.
Why Use Custom Fields?
Every organisation tracks different things. One might need a "Budget Code" on every plan; another might want a "Strategic Priority" rating. Custom fields let you tailor the plan to your organisation's needs without changing the core product.
Quick Steps
Access Plan Principles
Open the plan from the Plans summary page.
Expand the right sidebar if it's collapsed (click the ☰ toggle on the right edge).
Click the Plan Principles tab in the sidebar.
Add a Custom Field
In the Plan Principles panel, click Add New or the + button.
Configure the field:
Field Name — The label for the field (e.g., "Budget Code").
Field Type — The type of input: text, dropdown, date, checkbox, etc.
Required — Whether the field must be filled in before the plan can be saved.
Click Save to add the field.
Edit or Remove a Custom Field
Click on an existing field to edit its properties.
Use the Pin to top option to keep important fields visible at the top of the list.
Remove a field by clicking the delete icon next to it.
Restrictions
Custom fields apply to the plan level, not to individual goals.
Field names must be unique within a plan.
Only users with edit permissions can manage custom fields.
Removing a custom field deletes any data stored in that field.
Important: Custom fields defined here appear on the plan itself. If you need custom fields on goals, those are defined by the goal template in the Template Hierarchy — not here.
Further Information
Plan Sidebar Overview — All sidebar tabs explained.
Template Hierarchy — Setting up goal-level custom fields via templates.
Plan Detail Page Overview — Full tour of the plan workspace.