Video Library » Configuration & Setup » Projects » Project Custom Profile Fields

Project Custom Profile Fields

To add a custom field to a project, navigate to the configuration, Projects, Progressions & Fields and choose the project type that you'd like to add a custom field to. Custom Fields... Read More

To add a custom field to a project, navigate to the configuration, Projects, Progressions & Fields and choose the project type that you'd like to add a custom field to. Custom Fields are used for keeping track of additional information outside of the daily tasks, milestones or time that's involved in a project. For example, we haven't expected [this] is actually a sponsor where we have looked up an internal staff member or I might want to keep track of what the original brief was so that I can easily access it. And, if I wanted it involved in an export, if I were doing some high-level financial reporting or just general reporting to Excel, I would want to put these and, since we're going to have a fair amount of information, I'll choose the text boxes as the field-type option.

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