Can a field be added to the Project Overview Section | Community
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Level 2
June 5, 2024
Solved

Can a field be added to the Project Overview Section

  • June 5, 2024
  • 1 reply
  • 1000 views

We collect specific stakeholders for each project and the team would like to see that info at a glance when looking at a project rather than clicking on the custom form to find the information.  Is there a way to add a custom field to the Project Overview section?

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Best answer by NicholeVargas

There isn't a way to add a custom field to the Project Overview section, however, you can change the order of the Project Details area so that the custom form appears first followed by the Overview. You can do this by clicking on the pencil icon (edit) on the right side and the drag / drop the custom form above the Overview. 

Another way around this would be to create a project report that lists out the stakeholders for each project and share that with the team for easy reference. You can add that report to a dashboard, and add that dashboard as a custom section on the project as well, as the results will dynamically filter based on the object in which you are viewing. 

1 reply

NicholeVargas
Adobe Employee
NicholeVargasAdobe EmployeeAccepted solution
Adobe Employee
June 5, 2024

There isn't a way to add a custom field to the Project Overview section, however, you can change the order of the Project Details area so that the custom form appears first followed by the Overview. You can do this by clicking on the pencil icon (edit) on the right side and the drag / drop the custom form above the Overview. 

Another way around this would be to create a project report that lists out the stakeholders for each project and share that with the team for easy reference. You can add that report to a dashboard, and add that dashboard as a custom section on the project as well, as the results will dynamically filter based on the object in which you are viewing. 

DawnScAuthor
Level 2
June 6, 2024

Thanks Nicole.