Define Portfolio Columns

    You can define which fields from the Project are displayed as columns within your Portfolios via the "Portfolio - Custom Fields" field set in the Project Object. If you have custom fields on the Project, you can also have them displayed as columns within your Portfolios.

     

    Please note: Lookup Fields are not currently supported and should not be added to the Field Set.

     

    This help article will walk you through how to define your Portfolio Columns.

     

    1. Click on the Gear icon at the top right corner and go to Setup.


       
    2. In Setup, go to Object Manager.


       
    3. Enter "Project" in the Quick Find box at the top right and click on Project.


       
    4. Go to Field Sets and click on Portfolios - Custom Fields.



       
    5. Drag the fields into the box called "In the Field Set" then click on Save.


    Tags

    AdministrationPortfolio

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