This section provides information on customizing TRACE from a project manager’s perspective. To customize a project in TRACE, the person performing the customization must be a project administrator.

As being said, forms are the backbone of TRACE and the form types are the templates of the forms. So, the majority of customization work is about creating/customizing the form types.

A project administrator’s changes affect the project only:

●      Modules, form types, and fields: Changes are limited to the project level. New modules, form types, and fields appear for use on the project that the PM has rights on only.

●      Roles and access rights: Can create new roles and modify access rights on the project only.

●      Project Settings: Can modify who can access the project and choose from existing list of modules and form types.