Admin Guide - Add the Project Related List to a Page Layout

Last Modified On: March 23, 2026

This article provides step-by-step instructions on how to add the Projects related list to your page layouts, allowing you to view associated projects directly on a record.

For example, to view projects related to an Account, you would add the Projects related list to the Account page layout.

In the example below, we demonstrate how to add the Projects related list to an Account page layout. If you have created a custom lookup from Projects to another object, you can follow the same steps to add the Projects related list to that object’s page layout.

1. Click on the Gear icon in the top right corner and go to Setup.
   
   
    
2. Go to Object Manager, then select the desired object (for example, Account).
    

3. Navigate to Page Layouts, then select the page layout you want to modify.
   
   
    
4. In the page editor, click Related Lists, then locate Projects and drag it into the desired area on the page.
   
   
    
5. Edit the Project Related List properties by clicking on the Wrench icon
   
   
    

6. This opens the Related List Properties – Projects dialog box. Here, you can choose which fields appear as columns in the Projects related list.

    

   Select the desired fields and use the Add or Remove buttons to move them between sections. Once finished, click OK, then Save your page layout.