Custom fields visibility

#1

We use Asana for project management at an engineering services company. I’d like to keep track of contract $$$ amounts in a custom field in portfolios without everyone else who needs to have access to each project being able to see the value.

0 Likes

#2

One trick would be to create a private project with that custom field and multi-home tasks into it. Tasks will have all the custom fields of all the projects they are part of. @Marie can you confirm that works?

1 Like

#3

Yes that should definitely work @Bastien_Siebman :+1:t3:

@Joseph_Reynolds, another option would be to add a new field to your Portfolio (see screenshot below). This field will be only visible at the Portfolio level, which means project members won’t see it in their respective project.

1 Like

#4

Thanks @Marie, but when I add a new field to the portfolio it comes up on the project level under progress tab on the right to users without access to that portfolio. I wish it didn’t. Am I missing something? I don’t know what @Bastien_Siebman is talking about, I guess I will google “asana multi-home” because I don’t know what it means.

0 Likes

#5

No need to Google, here you go:

Multi-home refers to a task that’s attached to multiple projects (i.e. “has multiple homes”).

What Bastien’s referring to is the idea of making a second project that your users do not have access to; attach the tasks from the main project to that secondary project as well (thus they’re multi-homed). In the secondary project you then add and populate the custom fields, and they won’t show in the first project because you don’t add them there. Does that make sense?

2 Likes

#6

Thanks for jumping in @Phil_Seeman and apologies for the confusion @Joseph_Reynolds; you’re completely right, I did not realised that “Portfolio” fields did appear in the Project Progress tab.

The solution initially offered by Bastien and detailed by Phil seems to be your best shot to achieve what you’re looking for. If you have any follow-up questions, please let us know!

1 Like

#7

@Phil_Seeman I think so, I’ll play around with it tomorrow when I have an office day. Thank you everyone who had input!!!

1 Like

#8

@Marie yes, i was surprised when it did! I think this would be a good feature to change if asana is taking suggestions!

0 Likes

#9

Of course, feel free to create a new thread in the #productfeedback category to allow other users to vote for this idea to be implemented!

0 Likes