Getting Started Guide

Project Custom Fields

Zoho Projects supports project custom fields. Create your own fields and reorder them as per your business requirements.

Click to learn more about access privileges for Project Custom Fields.

Feature Availability

  • Feature Availability: Enterprise plan
  • Navigate to Portal ConfigurationLayouts and Fields > Projects to create custom fields for projects. If you are an admin but unable to access the above path, write to support@zohoprojects.com

 Create custom field

  1. Click  in the upper-right corner of the top navigation bar.
  2. Navigate to Portal Configuration > Layouts and Fields > Projects.
  3. Click Standard Layout to add a custom field.
      Create a project custom field
  4. Drag and drop a field type from the New Fields tray into the layout editor (main panel).
    • Single-line text field: Add one line of text.
    • Multi-line text field: Add multiple lines of text. Hit Enter to key in more information.
    • Pick List field: Create your own dropdown using a pick list. Set values and wrap them under a pick list as per your business needs.
    • User Pick List field: Use this field when you have to store usernames.
    • Date: Store dates in this field
    • Number: Store numbers in this field. A number can have a maximum of 19 digits. You can either store an integer or a decimal in this field.
  5. Click Add Field to include the field in the layout. When you Cancel, the field is never stored anywhere.
  • A maximum of 45 custom fields can be created.
  • These fields cannot be duplicated.
  • Removing a field’s association from a layout will not incur data loss in the project. However, deleting a field from the portal will do so.

Add single-line text field

  1. Click  in the upper-right corner of the top navigation bar.
  2. Navigate to Portal Configuration > Layouts and Fields > Projects.
  3. Click Standard Layout to add a custom field.
  4. Drag and drop the Single-Line Text field from the New Fields tray into the layout editor (main panel).
  5. Enter a Field Name. The field name is mandatory and unique.
  6. Set a Default Value  if necessary.
  7. Click Add Field. Learn how to edit an existing field.​

Note:

  • Single line text fields can be marked as containing Personally Identifiable Information (PII). If you select Encrypt Field, the data will be encrypted at the backend.

Add multi-line text field

  1. Click  in the upper-right corner of the top navigation bar.
  2. Navigate to Portal Configuration > Layouts and Fields > Projects.
  3. Click Standard Layout to add a custom field.
  4. Drag and drop the Multi-Line Text field from the New Fields tray into the layout editor (main panel).
  5. Enter a Field Name. The field name is mandatory and unique.
  6. Set a Default Value if necessary.
  7. Click Add Field. Learn how to edit an existing field.

Note:

  • Multi-line text fields can be marked as containing Personally Identifiable Information (PII). If you select Encrypt Field, the data will be encrypted at the backend.

Add pick list field

  1. Click  in the upper-right corner of the top navigation bar.
  2. Navigate to Portal Configuration > Layouts and Fields > Projects.
  3. Click Standard Layout to add a custom field.
  4. Drag and drop the Pick List field from the New Fields tray into the layout editor (main panel).
  5. Enter a Field Name. The field name is mandatory and unique.
  6. Add values. A pick list cannot be empty. Enter valid data in the editable text area and click Add Value.
    • Click the cross icon  beside a value to delete it. 
  7. Select a Default Value if necessary.
  8. Click Add Field. Learn how to edit an existing field.​

Add user pick list field

  1. Click  in the upper-right corner of the top navigation bar.
  2. Navigate to Portal Configuration > Layouts and Fields > Projects.
  3. Click Standard Layout to add a custom field.
  4. Drag and drop the User Pick List field from the New Fields tray into the layout editor (main panel).
  5. Enter a Field Name. The field name is mandatory and unique.
  6. Select users.
  7. Click Add Field. Learn how to edit an existing field.​

Add date field

  1. Click  in the upper-right corner of the top navigation bar.
  2. Navigate to Portal Configuration > Layouts and Fields > Projects.
  3. Click Standard Layout to add a custom field.
  4. Drag and drop the Date field from the New Fields tray into the layout editor (main panel).
  5. Enter a Field Name. The field name is mandatory and unique.
  6. Click Add Field. Learn how to edit an existing field.​

Add number field

  1. Click  in the upper-right corner of the top navigation bar.
  2. Navigate to Portal Configuration > Layouts and Fields > Projects.
  3. Click Standard Layout to add a custom field.
  4. Drag and drop the Number field from the New Fields tray into the layout editor (main panel).
  5. Enter a Field Name. The field name is mandatory and unique.
  6. Choose whether the number is an integer or a decimal. A maximum of five integers and five decimals can be created.
  7. Click Add Field. Learn how to edit an existing field.​
  • Number fields can be marked as containing Personally Identifiable Information (PII). If you select Encrypt Field, the data will be encrypted at the backend.

Edit custom field

  1. Navigate to Portal Configuration > Layouts and Fields > Projects.
  2. Open the standard layout editor and hover over the custom field you would like to edit.
  3. Click the pencil icon .
  4. Edit the field properties except the field name. You can change the field name also but the new name will be reflected in all the projects.
  5. Click Save Changes.

Custom fields can be edited in Enterprise plan only.

Reorder custom field

  1. Navigate to Portal Configuration > Layouts and Fields > Projects.
  2. Open the standard layout editor and hover over the custom field you would like to reorder.
      Reorder custom field
  3. Drag and swap with another field in the editor. You can reorder fields as many times as you want until you get the desired order..
  4. Click Save Field Order.

Remove custom field from layout

  1. Navigate to  > Portal Configuration > Layouts and Fields > Projects.
  2. Open the standard layout editor and hover over the custom field you would like to dissociate.
  3. Click the cross icon .
  4. Confirm your action.
  • Removing a project custom field will not permanently delete it from the database.
  • The custom field will be moved to the Available Fields tray and it can be reused anytime later from this tray.
  • The data stored in the field will not be lost.

Delete custom field from portal

  1. Navigate to -> Portal Configuration -> Layouts and Fields -> Projects -> Fields.
  2. Hover over the field you would like to delete.
      Delete a project custom field
  3. Click the trash icon .
    • Deleting a custom field will affect all the projects in the portal. 
    • The data stored in the field will be lost
  4. Confirm your action.
  • Deleting a field from a portal will permanently delete it from the database.

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