Currently we can add custom fields to a project on portfolio view and if we want to see that info, we either need to open the portfolio or we need to click two click deep to see the info. example:
It would be great to see this information on the overview tab on Project level.
Any place here would work:
Great idea, @Paul_Grobler!
Does anyone recall if the project-level custom fields once were shown here on Overview?
Regardless, I feel a good location would be near the Milestones section in Overview.
This is definitely needed and logical!
I tried searching for answer but can’t find it. On the Project Overview tab, how can I remove Project Roles or Connected Goals or move them to the bottom and move up Milestones? Can I customize that page at all?
You can’t customise this page (yet?).
Agreed that this would be helpful! Our organization just upgraded to Business and we’re changing our workflow (things that had been Tasks are now becoming Projects) and we’re losing the ability to quickly see some of this information without the Portfolio view, and there are people who may not have access to the Portfolio but will have access to the Projects.
@Michael_Toy do you know the fields are visible in the Edit view of the project?
Yes, I have been using that! But it does require a fair amount of effort to get there for people who aren’t living in the projects all the time.