Adding and managing client and project custom fields

Overview

In Keka PSA, you can enhance the information captured for clients and projects by using custom fields. These fields allow you to tailor data entry to your organization’s specific needs, enabling you to capture and manage critical details that are unique to your business.

In this guide, you will learn:

• How to add and manage custom fields for projects and clients.

• How to make fields mandatory and choose field types.

• How to edit or remove custom fields when needed.

Accessing and Adding Custom Fields

To manage custom fields for projects and clients, follow these steps:

1. Navigate to the Project Section:

   • Click on the Project section from the left navigation pane.

   • Then, go to Policies & Settings and select the Project tab.

   • Click on the Custom Fields tab to proceed.

2. Add a Custom Field for Projects:

   • In the Project Custom Fields section, click on +Add Field.

   • You will be prompted to provide details for the new custom field.
     
     

Customizing and Managing Fields for Projects

1. Input the Field Name:

   • Enter a name for your custom field. For example, if you want to categorize projects into defined categories like A, B, and C, type the name accordingly (e.g., "Project Category").

2. Optional Description:

   • You can add a description to clarify the purpose of this field (e.g., “Select the project’s category based on certain criteria”).

3. Choose Field Type:

   • For categorizing projects, you may select "Drop-down (Single Select)" as the field type.

   • In the Options field, enter the various categories (A, B, and C). Press enter after each option to add them.

4. Set Field as Mandatory (Optional):

   • If you want this field to be required, check the box labeled "Is Mandatory". This ensures the field is filled out when creating a project.

5. Save the Custom Field:

   • Once the details are set, click Add to save the custom field.

   • This field will now be available when creating new projects.
     
     

Customizing and Managing Fields for Clients

1. Switch to the Clients Tab:

   • To add a custom field for client information, click on the Clients tab in the Custom Fields section.

2. Add a Custom Field for Clients:

   • Similar to the project custom field setup, click on +Add Field in the Client Custom Fields section.

   • Follow the same process to name, describe, and customize the field as per your needs.
     
     

Editing or Removing Custom Fields

1. Locate the Custom Field:

   • To edit or remove an existing custom field, go to the Actions column next to the field you want to modify.

2. Edit or Delete:

   • Click the three dots icon in the Actions column.

   • Select either Edit to modify the field details or Delete to remove it entirely.
     
     

For more information on how to manage the visibility of custom fields, please click here: Controlling Which Custom Fields Are Visible