Adding Project Related List

    The following article will walk you through how to add the Project Related List to your page layouts.  In this example, we will be adding it to an Account page layout.  If you have added a custom lookup from Project to any other object, then the same steps will apply to adding the Project Related List to your object page layouts.

     

    Steps for Lightning

     

    1. From the Setup page, select Object Manager and then click on your desired object (Account). 

    Account object select

    1. Click on Page Layouts, then for desired layout click context arrow and select Edit.  This opens the page layout editor.

    Account page layout

     

    1. From the layout editor click Related Lists and then locate Projects and drag and drop it onto the page layout.

      Adding project related list
       
    2. Scroll down until you reach the Projects section, and click on the Wrench () icon. 

    • This opens the Related List Properties - Projects dialog box.

    releated list select columns

    • Use the Add/Remove buttons to select your desired fields to display in your Projects related list.  Click OK and then Save your page layout.

     

     

    Steps for Classic

     

    1. From the Setup page, use the Quick Find search box and input the following:
    • If you are updating a standard Salesforce object such Account, then input the name of the object (Account).
    • If you are updating a custom object, then input Objects.

    Classic - quick find

     

    1. If updating a standard Salesforce object, then click Page Layouts and then Edit fo the desired page layout.

      Classic - page layout
      Classic - edit page layout
      If updating a custom object, then select your desired object and then scroll down to the Page Layouts section and click Edit on your page layout.

      Classic - custom object page layout
       
    2. From the layout editor click Related Lists and then locate Projects and drag and drop it onto the page layout.

      Adding project related list
       
    3. Scroll down until you reach the Projects section, and click on the Wrench () icon. 

    • This opens the Related List Properties - Projects dialog box.

    releated list select columns

    • Use the Add/Remove buttons to select your desired fields to display in your Projects related list.  Click OK and then Save your page layout.

     


    Tags

    Administration

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