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Add Custom Fields to Project and Phases

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Add Custom Fields to Project and Phases
Add-Custom-Fields-to-Project-and-Phases
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To add custom fields to your Project or Phase Modals:

  • From Salesforce 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.

Tip: You can also add your custom fields from Opportunity and Account to the Project

     

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