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 Settings > Display & Formatting > 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 Help Guide for more.
These custom fields are also available in the reporting module. You can use your custom fields to filter the data on the reports.