Custom Field - Project Level

[Nathan_Hayes]

Is there a way to add custom fields at the project level? I don’t mean the custom fields that show up within each task of a project but a custom field that is set at the project level that can be displayed within Portfolios as well as reports in Google Sheets.
Example: We would like to have Contract Signed Date and Phone System Integration as fields at the project level.

[Phil_Seeman]

Hi @Nathan_Hayes and welcome to the forum,

@Nathan_Hayes

Is there a way to add custom fields at the project level?

You bet! You add them in the Portfolio - see the section “How to manage custom fields” here:

Portfolios

They show up not only as columns when looking at the Portfolio, but also when looking at a project under Project Details:

[Nathan_Hayes]

Very helpful Phil, is there a way to format the field as a date by any chance? If not, it’s okay, I can always make it text.

[Phil_Seeman]

At the moment, no, there’s no date-type custom field. You can add your vote for that here:

DATE - Custom Field Type

What do you think about adding new field type “Date”? I’d like to have “Start Date” and “End Date” for tasks and currently I am using “Text” field for that which does not work well for 2 reasons: Inconsistency - date formats are written differently by team members. 13 April, 13/04, 13 april 2017… Inability to Sort By - text fields are general. That’s why you cannot really “Sort By” those fields. In case of Dates, you could sort tasks by Date. This point actually is linked to first point - cons…

Also, here’s an additional suggestion you might be interested in:

Sort by date... when there is no date field

Here is the trick of the day! Custom fields of type Date don’t exist yet, so usually people use a text field to store some date on a task (that is not the due date). If you want to be able to sort the task list based on that field, make sure to input dates in YYYY-MM-DD format. That way, an alphabetical sort will actually be a chronological order! Pretty cool right?