Projects often need more context than just an ID and a name. Custom fields allow you to capture project‑specific information that matters to your organization, such as client references, project phase, budget ranges, timelines, or external links, and make it visible directly on the Project Dashboard.

This article walks you through how to configure Project Custom Fields using Form Templates and how those fields appear and are managed within projects.

To configure project custom fields:

• Go to Portal Settings

  

• Under Configuration Select Form Templates

  

• Choose Projects from the list of form templates

  

This opens the Project Form Template, where you can define and manage custom fields.

Under Project Details, two fields are available by default:

• Project ID
• Project Name

These fields:

• Are mandatory by default
• Cannot be edited, deleted, or customized

All additional information must be added using custom sections and fields.

To organize custom fields logically: