Set metadata in Teamsware build file 🙂 step-by-step guide

Configuring Metadata in the Teamsware Project File

In the admin area of the Teamsware Project File, you will find the Metadata button.

In this section, you can manage all existing metadata and add new ones.

Metadata are particularly important because they are later used in the naming convention. Only activated metadata fields are available for selection there.Overview of the Metadata List

​After clicking on Metadata, an overview opens.

Here you will find the following columns:

  • ​Active: Indicates whether the metadata field is available for the naming convention or team creation (Yes) or not (No).

  • ​Name: The label of the field. This name should be as clear as possible so that it’s easy to understand when used in the naming convention.

  • ​Internal ID: Internal identifier for Teamsware – not relevant for the user.

  • ​Property Type: Defines the type of the field (e.g., text, dropdown, date).

  • ​Description: Here you can add additional notes to document the purpose of the field.

Edit Metadata

To modify a metadata field, select it from the list and then click Edit.


In the detail view, the following options are available:

  • Name: Rename the field (e.g., from TW_PRM_PR_Custom01 to “Project Phase”).

  • Active: Set the field to “Yes” so that it appears in the naming convention.

  • Property Type: Select the appropriate type (e.g., Text, Boolean, Choice, Multi-select, Date, Currency, etc.).

  • Description (optional): Here you can document the purpose of the field.

Example of a Description

In the Description field, you can include notes such as:

  1. “Required for the naming convention of the project folder.”
  2. “This field indicates whether a project is internal or external.”
  3. “Multi-select: Site Manager, Foreman, Project Assistant.”
A practical example: Metadata field: Project Status → Description: “Defines the current status of the project (Planning, Execution, Completed).”

Save Configuration

After editing metadata, it is essential that you click the “Apply Configuration” button.

  • To do this, select the metadata you edited (or all of them), and then click “Apply Configuration.”



​Summary

  • Activate metadata so that they can be used in the naming convention.

  • Assign clear names to ensure easy recognition later on.

  • Choose the appropriate property type, depending on the required data input.

  • Use the description field to clearly document the purpose of the metadata for other administrators.

This ensures that metadata in the Teamsware Project File is used consistently and effectively.

    • Related Articles

    • View M365 Group / Teams subsequently in Outlook

      In projects (teams) created through the digital project and construction files, a team's M365 group is usually displayed as a group in Outlook. If this is not the case for a reason, this can also be adjusted manually. Switch toM365 Admin Centerin the ...