Precursive PSX
Project Management (PSX)
Project Management Configuration (PSX)

(PSX) Add Custom Fields to Project and Phases

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.

  • 03-Mar-2025
  • Knowledge
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In this article

    Title
    (PSX) Add Custom Fields to Project and Phases
    URL Name
    Add-Custom-Fields-to-Project-and-Phases-PSX
    Body

    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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