Project Custom Fields allow you to capture additional information about your Projects beyond the standard Project fields in REACH.

You can create an unlimited number of Project Custom Fields and choose whether the information is visible to the public, Admins only, or Sponsors only.

Custom Fields can be especially useful when your organization manages Projects with information that varies from one Project to another.

Examples of Project Custom Fields#

Common examples include:

• Estimated Completion Date – Track when a Project is expected to be completed.
• Project Additional Information – Store additional details that don’t fit into the standard Project description.
• Project Status – Track information such as Planned, In Progress, or Completed.
• Program Details – Capture additional information specific to the type of Project your organization manages.

Create a Project Custom Field#

To create a Custom Field for Projects:

1. Go to Data Setup > Custom Fields.
2. Click + New Field.
3. Add a Title for the Custom Field.
4. Select Project as the Referral.
5. Check Show in Admin Console only if the information should only be visible to Admins.
6. Select the Type of Data you want to collect.
7. Configure any additional options for the field.
8. Click Create.

Once created, the Custom Field will automatically appear on your Project profiles.

Choose the Right Field Type#

REACH offers several types of Custom Fields for Projects:

Single Line Text: Use this for a short piece of information, such as a Project status or brief description.

Paragraph Text: Use this for longer information, such as a detailed Project note or additional explanation.

Number: Use this for numerical information. Tip: If the value will need to be updated regularly, such as annually, a Number field can be useful because it can be updated in bulk when needed.

Date: Use a Date field for information such as an Estimated Completion Date.

Dropdown Select: Use a Dropdown Select field when you want Admins to choose from a predefined list of options. For example: Planned, In Progress and Completed

Table: Use a Table when you need to maintain a list of related or historical information rather than a single value. For example, you could create a Project Additional Information Table with fields such as: Title, Date and Notes. Table-based Custom Fields appear as a separate tab on the Project record and can contain multiple records.

Project Custom Field Visibility#

When creating a Project Custom Field, you can choose whether the information should be visible to:

• Public visitors
• Admins only
• Sponsors only, when applicable

Consider who needs access to the information when deciding how each field should be displayed.

Example: Estimated Completion Date#

An Estimated Completion Custom Field can be created using the Date field type.

This allows your organization to record an expected completion date and display that information on the Project record.

You can create additional Date fields if your organization needs to track other important Project dates.

Example: Project Additional Information#

A Project Additional Information Custom Field can be created as a Table.

For example, create Table Fields for:

• Title – Single Line Text
• Notes – Paragraph Text

Once created, Project Additional Information will appear as a tab on the Project record.

From this tab, Admins can:

• View existing records
• Click + Add Record
• Edit records
• Delete records

Table-based Custom Fields can also be exported as an Excel spreadsheet or PDF directly from the Project Additional Information tab.

Edit Project Custom Fields#

To edit the values of Project Custom Fields, open the Project and click Actions > Edit.

If you need to change the structure of a Custom Field itself, such as its title or data type, go to Data Setup > Custom Fields.

REACH Tip: Use Custom Fields for information that needs to be consistently captured across Projects. If you need to track multiple historical entries or records, consider using a Table Custom Field instead.