Custom fields

Available on Advanced (former PRO), Business, and Enterprise plans.

In GanttPRO, in addition to standard fields, you can also create custom ones. They allow you to customize the project for specific needs and personalize it.

Find out below:

• What types of custom fields you can create in GanttPRO
• How to work with Custom fields menu
• How to add a custom field in a project
• How to edit a custom field
• How to delete a custom field

Types of Custom fields

There are nine types of custom fields available in GanttPRO:

Here's a brief description of each one:

Type	Description	Use cases
Text	To add text information.	Short notes, description, emails, and other contact details, etc.
Number	To add numerical values. You can choose whether the aggregation for parent tasks will be shown as Sum or Average.	Scores, custom numbers, billable hours, inventory, etc.
Date	To add any dates other than the start and end dates.	Custom deadlines, custom dates (e.g., feedback due date).
List	To create a drop-down list with your own values. You can reorder or edit the values and their names at any time.	Custom statuses, priorities, or stages of a project that are not provided by default; risk levels, task difficulty, etc.
Checkbox	To set criteria that can be checked off when completed.	Approval status, review completion, etc.
Color	To assign colors to tasks without affecting the Gantt chart bar colors, and distinguish them visually.	Quick visual identifiers of tasks (e.g., by team, urgency, project phase).
Multiselect	To create a drop-down list with multiple values. The difference from the List field is that here you can select several values at once, and not just one.	To-do lists for a particular task, multiple deliverables, etc.
People	To specify certain resources available for the current project. These do not affect resource workload or require duration and estimation values.	Reviewers on a task, collaborators, backup, or other required roles.
Label	To create a drop-down list that combines both Color and Multiselect for visual and informative tagging of tasks.	Types of tasks, departments, etc.

Custom fields menu

The Custom Fields menu is where you can manage all custom fields created across all projects in your account. To access it, go to Account settings in the lower-left corner and select the Custom fields tab 1.

In this menu, you can:

2 Create a field

3 Edit or delete a field

4 Use the search box to quickly find a specific field if the list is long.

Here, you can also create fields and apply them to multiple projects at once. To do this:

1 Click Create

2 Enter a field name

3 Select a field type and configure it as needed

4 Select the projects where the field should be added

5 Click Save

By hovering over the info icon next to the field name, you can quickly see details such as the field type, creator, creation date, and the most recent changes (who made them and when).

Note: All custom fields in projects are preserved when projects are added to portfolios. You do not need to add them separately.

How to add Custom fields in a project

Creating a new custom field

If you're working on a project and want to create and add a custom field, there are two ways to do this in Gantt chart or List view:

1 Click the "+" icon in the upper right corner above the list of tasks in your project grid and switch to the Custom fields tab.

2 Click on the "Custom fields" icon.

In the Custom fields tab 3, click +Create new field 4.

In the New field tab 1:

2 Enter a field name

3 Select a field type and configure it

4 Click on Save 

Choosing from the existing fields

You can also add a custom field that has already been created in the Custom fields menu in the Account settings. To do this, open the fields menu within a project by clicking the "+" icon 1 in the upper right corner of your project grid, or by clicking on the "Custom fields" icon 2.

Next, select Add existing field 3.

You can either select an existing field from the list or use the search box 1 to find it by name if the list is too long. Hover over the field you want to add and click Add 2.

From this menu, you can also access the Custom fields menu to manage all existing custom fields.

How to edit Custom fields

You can edit a Custom field either in the Custom fields menu or within a project.

To edit a Custom field in the Custom fields menu:

1 Go to Account Settings in the lower-left corner and select the Custom fields tab.

2 Click the three dots icon next to the field you want to edit and select Edit.

In the emerging window, you can:

3 Change the title of the field

4 Update the values if it’s a list 

5 Select or deselect the projects where the field is displayed

6 Click Save to apply the changes.

To edit a Custom field in a project:

• Open the fields menu by clicking the "+" icon 1 in the upper right corner of the project grid or by clicking the "Custom fields" icon 2.
• Hover over the field you want to edit and click the edit icon 3.

Important: Any changes made to a Custom field will apply to all projects where that field is used, not just the current project.

How to delete Custom fields

You can delete a custom field either from your account (removing it from all projects) or just from a specific project.

To delete a Custom field from the account:

1 Open the Custom fields menu in Account settings in the lower-left corner.

2 Click the three dots icon next to the field you want to delete and select Delete 3.

You will be prompted to enter the name of the field to confirm the deletion.

Important: Deleting a custom field from your account will remove that field and all associated data from every project where it is used.

To delete a Custom field from a Project:

• Open the fields menu in a project by clicking the "+" icon 1 in the upper right corner of the project grid, or by clicking the "Custom fields" icon 2.
• Hover over the field you want to delete and click the ‘delete’ icon 3.