(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
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Add-Custom-Fields-to-Project-and-Phases-PSX

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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

(PSX) Add Custom Fields to Project and Phases

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