User wants to add custom fields to the projects to help track data such as insurance and portfolio summaries. What is the best way to do this? Is there a way to include custom fields in reports?
You can create and manage various types of custom fields in Lists > Custom Fields, such as Text Box, Memo, Drop-down, etc. You can also add custom fields to your records, such as employee, project, time entry, etc. from their respective screens. Check out the Core Help for more.
These custom fields are not available in the reporting module yet, but we are planning to add them as report filters. For now, you can add a custom field to a report only via custom reports. Please reach out to our Report Customization Team for that.