Platform Currency: Administrators can configure the platform currency to match the organization's preferred currency for managing project budget.

Users: Administrators have the ability to manage user accounts, including adding and deactivating, and removing admin permissions.

Team/Organization Structure: Administrators can define and adjust the team or organization structure within Cognota to reflect the company's hierarchy and reporting lines.

Learning Request Portal Name and Landing Page: Customization options are available for naming the learning request portal and designing its landing page to align with the organization's branding and messaging.

Request Forms: Administrators can create and customize request forms to collect specific information from users when submitting learning requests.

Project Processes: Cognota allows administrators to configure project processes, defining workflows and stages that projects must progress through from initiation to completion.

Project Templates: Administrators can create and customize project templates, pre-defining project structures or key requirements to streamline project setup and management.

Task Bundles: Cognota offers the ability to create and manage task bundles, grouping related tasks together for efficient assignment and tracking.

Custom Fields for Project Templates: Administrators can add custom fields to project templates to capture additional project-specific information as needed.

Template Overview tab (information about the template itself):
Title*, Template Creator (filled in automatically), Description*, Template Owner (defaults to the creator), Assigned Teams

Build Template tab, Project Sections (fields on every project created from the template): Project Name*, Business Unit, Description, Project Category, Start Date*, Target Completion Date*, Target Launch Date, Status, Priority, Health

Build Template tab, optional system fields (added from the field picker): Allocated Budget, Budget Source, Estimated Cost, Translation Needed, Skills Targeted, Review/Update Schedule, LMS Item ID, Modality, Compliance, Confidential, Total Learning Hours, Effort Level, Impact Level, Budget Code, Language(s), Stakeholder(s), Subject Matter Expert(s).

Custom fields are fields your team created in Settings > Configurations > Fields. They appear under Add more fields alongside the optional system fields above.

Form Details tab (settings for the form itself):
Active (on/off toggle), Name* (up to 255 characters), Description*, Business Units*, Request Type*, Default Request Owner* (defaults to the form creator)

Form Builder tab, Request Details page:
These default fields can't be removed from any form, because a request can't be created without them. Their settings are limited.

Default Fields (visible to requesters): Request Title*, Requesters*, Business Unit*, Description

Default Internal Use Fields (visible only to learning team users): Owners*, Reviewers, Business Reviewers, Internal Priority* (defaults to Medium)

Project Category: Project Category is a system field on projects, but the Cognota team can change its dropdown options for you on the backend. Contact support to request a change.

Task Types: Task Types are built into Cognota, but the Cognota team can add or rename options for you on the backend. Contact support to request a change.

Business Unit: The Business Unit dropdown pulls its options from the business teams configured in your account. To add, rename, or remove an option, update your teams in your Settings > Teams. You can't edit the dropdown directly.

On a project: If a field isn't in either project system field list above, it's a custom field. To confirm, go to Settings > Configurations > Fields. If it's listed there, admins and power users can rename it and edit its options. Changes apply automatically to all new and existing projects that use the field.

On a request form: If a field isn't in the request form system field list above, it's a question your team added. Edit it in Request Forms, in that form's Form Builder tab. Request form fields are never custom fields, so they don't appear in Settings > Configurations > Fields.