Project Settings

Project Field Customization

The Project Field Customization section allows administrators to control the visibility of specific fields that appear on a project's detail or creation page. This helps tailor project data entry and display to suit the unique needs of your organization or workflow.

How It Works

Default State

All toggles default to OFF

Visibility

Toggle ON to show fields in project forms

Data Safety

Hidden fields retain their data

Affected Areas

Creation forms, detail views, overview cards

Key Points

✓

Toggling a switch to ON makes the corresponding field appear in project creation form, detail view, and overview cards

✓

You can customize the view without affecting existing data

✓

Hidden fields won't be deleted; they are simply not shown to users

Available Customizable Fields

Field Name	Description	Use Case
Actual Cost	Shows or hides the actual cost incurred in completing the project	Expense tracking Profitability analysis
Estimated Cost	Displays the budgeted or forecasted cost	Budgeting control Cost comparison
Start Date	Represents the project's scheduled or actual starting date	Planning Gantt charts
End Date	Indicates the target or completion date	Deadlines Delivery timelines
Description	Allows a brief summary or detailed explanation of the project	Context Objectives
Image	Enables uploading an image or visual (e.g., mockup, project logo)	Visual identification Branding

Field Details & Use Cases

Actual Cost

Shows or hides the actual cost incurred in completing the project

Useful for Expense tracking

And Profitability analysis

Estimated Cost

Displays the budgeted or forecasted cost

Enables Budgeting control

And Cost comparison

Start Date

Represents the project's scheduled or actual starting date

Helps in Planning

And Gantt chart views

End Date

Indicates the target or completion date

Used to Measure deadlines

And Project delivery timelines

Description

Allows a brief summary or detailed explanation of the project

Useful for Giving context

And Objectives

Image

Enables uploading an image or visual (e.g., mockup, project logo)

Adds Visual identification

To A project

Implementation Guide

Best Practices

Recommended Setup

✓

Enable only fields relevant to your workflow

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Consider team needs and reporting requirements

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Test visibility changes before rolling out to all users

Common Scenarios

Financial Projects Enable cost fields

Creative Projects Enable image field

Internal Projects Minimal fields for simplicity

Important Reminder

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Data Preservation

Turning off field visibility does not delete existing data. All field values are preserved and will reappear if the field is enabled again later.