Forms that adapt to your firm,

Every project-based firm collects project data differently. The fields that matter to one team are not the same ones another needs. And a firm running multiple service lines has different information requirements than one focused on a single discipline. But most project management software gives you one form, built the way the developer thought made sense, and expects everyone to adapt to it.

Version 4 of Feng Office takes a different approach. Forms are now fully configurable, meaning your team decides how information is collected, organized, and displayed, not the software.

In Version 4, every major object in Feng Office, projects, tasks, contacts, and others, has a form that can be adjusted directly from the settings panel. To configure a form, you go to Settings, then Object Properties, and select the form you want to modify. From there, you have full control over how that form works.

You decide the sequence in which fields appear. If your team always starts a project by assigning a project manager and defining the service type before anything else, those fields can sit at the top. The form follows your process, not the other way around.

Fields can be organized into named groups using the Property Groups settings. This is where the card-based layout introduced in Version 4 becomes especially useful. Each group becomes its own card in the two-column form, so related fields are visually clustered together. A project form might have one card for general information, another for billing details, and another for service-specific data. The result is a form that’s easier to fill out and easier to review, because the structure reflects the actual categories of information you’re managing.

If Feng Office doesn’t have a built-in field for something your firm tracks, you can create one. Custom properties are data fields you define yourself, with your own label and field type. This means you’re not working around the system or stuffing data into fields that don’t quite fit. You add what you need, name it the way your team already refers to it, and it becomes a permanent part of your form.

Feng Office is organized around dimensions, the core categories your firm uses to structure its data, things like project managers, clients, service types, and locations. When configuring a form, you can add fields that connect directly to these dimensions. For example, a project form can include a field that pulls from the Project Managers dimension, letting the user select from that list rather than typing a name manually. This keeps data consistent across the platform and makes reporting more reliable, because every project is connected to the same underlying records rather than free-text entries that can vary by person.

Dimension relationships behave differently from simple lookup fields, because they carry the full context of the connected record. Selecting a project manager from the dimension doesn’t just store a name; it links the project to that person’s record in the system, which affects everything from time tracking to reporting.

Projects in professional services are not generic. Different service lines carry different data requirements, and when your forms can be configured to match each one, your team spends less time navigating irrelevant fields and less time explaining to clients why the system doesn’t quite capture what the project actually involves.

It also reduces errors. When fields are in the order your team expects, grouped the way your workflow is structured, and labeled with the terminology your firm actually uses, data entry becomes more consistent. And consistent data means cleaner reporting, more accurate billing, and less time spent correcting records after the fact.

Configuring a form in Version 4 starts in Settings. From there, go to Object Properties and select the object whose form you want to adjust. You’ll see the current field layout and options to reorder fields, assign them to property groups, add custom properties, or include dimension relationships. Property groups are managed separately under the Property Groups section in settings, where you create and name the groups that will appear as cards in the form.

The changes you make apply to everyone using that form across your organization, so it’s worth taking a few minutes to think through the structure before configuring it. In most cases, the right starting point is to map out how your team actually fills out project information today, and build the form to match that process.

Configurable forms in Version 4 mean Feng Office works the way your firm works. You set the field order, group related information into cards, create custom properties for data your firm tracks, and connect fields to the dimensions that keep your records consistent. The form becomes a reflection of your process, not a constraint on it.

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See how configurable forms work in practice

Reading about form configuration only goes so far. You tell us how your team collects project data, and we’ll show you how Version 4 handles it in a real session, no slides, no script.

• See property groups and card-based layouts in context, not in screenshots
• Walk through the fields, your projects actually need, and how to configure them
• Ask anything about custom properties, dimension relationships, or the setup process
• Get a clear picture of what the configuration looks like for your firm before you commit to anything