Add Custom Fields to Project and Phases records

With our new Summer Release ‘20, you can add your own fields to Project and Phases modals and configure what fields are available when you create a new record. This is a great way to speed up your records’ creation and can be configured to match your business process.

To add custom fields to your Project or Phase Modals:

• Click on the Gear icon top right, then select Setup
• Go to the Object Manager -> ‘Precursive Project’ or ‘Phase’
• On the object, go to the Field Set
• Select either the path: ‘Precursive Project -> New Project’ or ‘Phase -> New Phase’
• Select the fields you need and drag and drop them
• Save

Now create a new record and you will see the additional fields you added.

.PRO tip - you can also add your custom fields from Opportunity and Account to the Project!