When you have projects in a portfolio, there is the field ‘Status’ where you can set the status to ‘on track, at risk, off track, on hold, or complete.’ This status is then visible in the project itself at the top as well as in the portfolio. You can then filter the projects in the portfolio by status.
My question is, is there a way to either customize that status field or make the custom fields we create in the portfolio view visible when you go into the project as well? My team would like to add the phase each project is in and have that be visible in the portfolio view but it would be helpful to just update that when we’re in the project itself.
The Status is found in the project by clicking the Overview tab and then clicking the latest status shown in the right column; you can navigate all prior status in that dialog.
Custom fields from the portfolio are also visible in the project. Click the project’s project actions menu and choose Edit project details:
and you’ll see and can edit all custom field values from the portfolio here too.
Thanks for your response! That’s helpful. Is there a way to move that custom field so it’s visible at the top of the project next to ‘Set Status’ so you don’t have to go into edit project to see it?
Well noted! Is is possible to update the ‘Set Status’ options to our own? Or is that by chance something noted to look into for an Asana update?
It would be great to see what phase or stage our projects are at a quick glance when you’re within the project since they don’t really follow the standard 5 default status’s.
Thank you all for this. One additional Question; when fetching the project details, I can only find the Custom Fields that is used by the project on a task level, but I cannot find the custom field and field value that is on the project/portfolio-level. Anyone have any idea on how to find it using which API Request
I have followed the instructions in the post that Ive linked below but once I get to the project details, I don’t see actions I can take to actually add the fields to the project view, it just shows the list of fields in the Portfolio (image below) . I’ve also looked in customize fields in both the project and the portfolio as well as Edit details from the dropdown next to the name but cant find anything. Can I get further help on this?
Hi @Amiee_Kane , I’ve moved your post into the thread you mentioned to keep them consolidated.
You can’t add fields to apply to a project within the actual project itself - so there is no ‘action’ in the project details pane.
Instead, you simply add your fields into a Portfolio so that they are applied to the projects within that Portfolio, and therefore visible in the projects’ details pane.
