{"id":6665,"date":"2024-07-02T10:57:33","date_gmt":"2024-07-02T10:57:33","guid":{"rendered":"https:\/\/resourceguruapp.com\/blog\/?p=6665"},"modified":"2024-07-02T10:57:33","modified_gmt":"2024-07-02T10:57:33","slug":"custom-fields-projects-clients","status":"publish","type":"post","link":"https:\/\/resourceguruapp.com\/blog\/product-updates\/custom-fields-projects-clients","title":{"rendered":"New feature \u2013 Custom Fields for projects &#038; clients"},"content":{"rendered":"<p>Every company has its own ways of keeping teams aligned around what projects and clients need. That&#8217;s why we&#8217;re continuing to roll out new customization options that let our customers get work done the way they want.<\/p>\n<p>Hot on the heels of adding <a href=\"https:\/\/resourceguruapp.com\/blog\/product-updates\/custom-fields-bookings\" target=\"_blank\" rel=\"noopener\">Custom Fields for bookings<\/a>, we\u2019ve made them available on projects and clients too, which opens up new ways to organize your account and optimize the way you work.<\/p>\n<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_82_2 counter-hierarchy ez-toc-counter ez-toc-custom ez-toc-container-direction\">\n<div class=\"ez-toc-title-container\">\n<p class=\"ez-toc-title\" style=\"cursor:inherit\">In this article \ud83d\udcd6<\/p>\n<span class=\"ez-toc-title-toggle\"><\/span><\/div>\n<nav><ul class='ez-toc-list ez-toc-list-level-1 ' ><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/resourceguruapp.com\/blog\/product-updates\/custom-fields-projects-clients\/#Categorize-organize-and-analyze\" >Categorize, organize, and analyze<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/resourceguruapp.com\/blog\/product-updates\/custom-fields-projects-clients\/#Using-Custom-Fields-on-projects-and-clients\" >Using Custom Fields on projects and clients<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/resourceguruapp.com\/blog\/product-updates\/custom-fields-projects-clients\/#Availability-and-whats-next\" >Availability and what\u2019s next<\/a><\/li><\/ul><\/nav><\/div>\n<h2><span class=\"ez-toc-section\" id=\"Categorize-organize-and-analyze\"><\/span><b>Categorize, organize, and analyze<\/b><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-6696 size-full\" src=\"https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2024\/07\/custom-fields-projects-clients-modal.jpg\" alt=\"Custom Fields showing important project information in Resource Guru\" width=\"1912\" height=\"1442\" srcset=\"https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2024\/07\/custom-fields-projects-clients-modal.jpg 1912w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2024\/07\/custom-fields-projects-clients-modal-890x671.jpg.webp 890w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2024\/07\/custom-fields-projects-clients-modal-943x711.jpg.webp 943w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2024\/07\/custom-fields-projects-clients-modal-1536x1158.jpg.webp 1536w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2024\/07\/custom-fields-projects-clients-modal-310x234.jpg.webp 310w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2024\/07\/custom-fields-projects-clients-modal-890x671@2x.jpg.webp 1780w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2024\/07\/custom-fields-projects-clients-modal-943x711@2x.jpg.webp 1886w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2024\/07\/custom-fields-projects-clients-modal-310x234@2x.jpg.webp 620w\" sizes=\"auto, (max-width: 1912px) 100vw, 1912px\" \/><\/p>\n<p>This release expands the scope of Custom Fields to cover all the core components of a busy business. You could already add them to people, resources, and bookings, and now you can add them to projects and clients too.<\/p>\n<p>Custom Fields can be added from Settings and used to store important, extra information, which is then visible across your account and in exported reports. They can help you to:<\/p>\n<ul>\n<li>categorize your projects and clients<\/li>\n<li>organize and communicate key details<\/li>\n<li>export and analyze custom data<\/li>\n<\/ul>\n<div class=\"callout callout--reading\">\n<p>Learn more about Custom Fields, <a href=\"https:\/\/help.resourceguruapp.com\/en\/articles\/2942058-creating-editing-and-deleting-custom-fields-for-resources-and-bookings\" target=\"_blank\" rel=\"noopener\">how to create them<\/a>, and how to <a href=\"https:\/\/help.resourceguruapp.com\/en\/articles\/9551037-using-custom-fields-categorize-projects-clients-by-status-estimate-hours-and-more\" target=\"_blank\" rel=\"noopener\">use them on projects and clients<\/a> in our Help Center.<\/p>\n<\/div>\n<h2><span class=\"ez-toc-section\" id=\"Using-Custom-Fields-on-projects-and-clients\"><\/span><b>Using Custom Fields on projects and clients<\/b><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-6697 size-full\" src=\"https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2024\/07\/custom-fields-projects-clients-settings.jpg\" alt=\"Different types of Custom Field for projects, clients, bookings, and people and resources\" width=\"1912\" height=\"2090\" srcset=\"https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2024\/07\/custom-fields-projects-clients-settings.jpg 1912w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2024\/07\/custom-fields-projects-clients-settings-614x671.jpg.webp 614w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2024\/07\/custom-fields-projects-clients-settings-650x711.jpg.webp 650w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2024\/07\/custom-fields-projects-clients-settings-1405x1536.jpg.webp 1405w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2024\/07\/custom-fields-projects-clients-settings-1874x2048.jpg.webp 1874w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2024\/07\/custom-fields-projects-clients-settings-310x339.jpg.webp 310w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2024\/07\/custom-fields-projects-clients-settings-614x671@2x.jpg.webp 1228w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2024\/07\/custom-fields-projects-clients-settings-650x711@2x.jpg.webp 1300w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2024\/07\/custom-fields-projects-clients-settings-310x339@2x.jpg.webp 620w\" sizes=\"auto, (max-width: 1912px) 100vw, 1912px\" \/><\/p>\n<p>Wondering how you can put Custom Fields to good use on <em>your<\/em> projects and clients? Below are some suggestions that came out of conversations with our customers.<\/p>\n<h3>Projects<\/h3>\n<div class=\"callout callout--takeaway\">\n<h4><b>1) Track project status and prioritize work that\u2019s falling behind<\/b><\/h4>\n<p>Adding a <b>Status<\/b> field to projects offers a simple way to track how projects are progressing and identify whether they\u2019re <i>At Risk<\/i>\u00a0or <i>Off Track<\/i>.<\/p>\n<p>This extra visibility will help highlight when projects are falling behind and prompt project managers to get ahead of issues before deadlines are missed.<\/p>\n<\/div>\n<div class=\"callout callout--takeaway\">\n<h4><b>2) Streamline project scheduling with estimated hours<\/b><\/h4>\n<p>If you\u2019ve done similar work before, you\u2019ll have a good idea of how long a project should take. Add an <b>Estimated Hours <\/b>field to projects and you can record that estimate to give whoever is scheduling the work a target to aim towards.<\/p>\n<p>Later, you can use <a href=\"https:\/\/resourceguruapp.com\/features\/timesheets\" target=\"_blank\" rel=\"noopener\">timesheet data<\/a> to see how many hours were actually spent on each project and compare it with your original estimate and what you scheduled. Over time, you\u2019ll be able to adjust your estimates and improve the accuracy of your forecasting.<\/p>\n<\/div>\n<div class=\"callout callout--takeaway\">\n<h4><b>3) Identify which teams are working on which projects<\/b><\/h4>\n<p>When your company is distributed, it can be hard to keep track of who owns each project and how work should be split between local and regional teams.<\/p>\n<p>Add a <b>Location<\/b> or <b>Region<\/b> field to projects and you can make it easy to identify which team has ownership and which people and resources should be assigned.<\/p>\n<\/div>\n<h3>Clients<\/h3>\n<div class=\"callout callout--takeaway\">\n<h4><b>1) Assign responsibility for important clients<\/b><\/h4>\n<p>Client relationships are key. By adding a <b>Team<\/b> or <b>Owner<\/b> field to clients, you can designate who owns the relationship.<\/p>\n<p>This will help make it clear who is responsible for communicating project updates and deliverables, and which team members should be scheduled on that client&#8217;s projects.<\/p>\n<\/div>\n<div class=\"callout callout--takeaway\">\n<h4><b>2) Make key client information easier to digest<\/b><\/h4>\n<p>Finding that you\u2019re adding the same types of information to every client? Or adding so much detail that it\u2019s hard to pick out what\u2019s important?<\/p>\n<p>Structuring client information using Custom Fields can help. For example, you could add a field for <b>Contact Number <\/b>or one for <b>Address <\/b>or <b>Location<\/b>\u00a0to help field teams quickly identify where they need to be and how to contact the client.<\/p>\n<div class=\"callout callout--takeaway\"><\/div>\n<\/div>\n<div class=\"callout callout--takeaway\">\n<h4><b>3) Categorize different types of client relationship<\/b><\/h4>\n<p>You might be working with a client on a retainer, delivering a one-off project, or pitching for new business.<\/p>\n<p>Record that detail by adding a field for <b>Client Type <\/b>and bring visibility to how each relationship should be managed. Export that data via Reports and analyze which types of client are taking up most of your team\u2019s time.<\/p>\n<\/div>\n<p>Remember that for all these examples, the data you add via Custom Fields can be exported from Reports and analyzed alongside utilization rates, billability, and more. A world of custom reporting awaits!<\/p>\n<h2><span class=\"ez-toc-section\" id=\"Availability-and-whats-next\"><\/span><b>Availability and what\u2019s next<\/b><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Custom Fields for projects and clients are available now on our <a href=\"https:\/\/resourceguruapp.com\/pricing\" target=\"_blank\" rel=\"noopener\">Blackbelt and Master plans<\/a>. They are limited to 10 per account on Blackbelt, but you can create unlimited Custom Fields on Master.<\/p>\n<p>Looking for more examples of how to use them? Read our blog on <a href=\"https:\/\/resourceguruapp.com\/blog\/product-updates\/custom-fields-bookings\" target=\"_blank\" rel=\"noopener\">Custom Fields for bookings<\/a>\u00a0or <a href=\"https:\/\/help.resourceguruapp.com\/en\/articles\/9551037-using-custom-fields-categorize-projects-clients-by-status-estimate-hours-and-more\" target=\"_blank\" rel=\"noopener\">head to our Help Center<\/a> for additional support.<\/p>\n<p>With Custom Fields in place, projects become more powerful in Resource Guru. And they will continue to do so, as we focus more on project management functionality in the coming months. <a href=\"https:\/\/portal.productboard.com\/u3wdgytlr9dhqrdkzqf46ybi\/c\/42-set-project-start-and-end-dates\" target=\"_blank\" rel=\"noopener\">Project Start and End Dates<\/a>, <a href=\"https:\/\/portal.productboard.com\/u3wdgytlr9dhqrdkzqf46ybi\/c\/41-define-activities-within-a-project\" target=\"_blank\" rel=\"noopener\">Activity Types<\/a>, and <a href=\"https:\/\/portal.productboard.com\/u3wdgytlr9dhqrdkzqf46ybi\/c\/62-define-milestones-within-a-project\" target=\"_blank\" rel=\"noopener\">Milestones<\/a>, are all in the pipeline. You can learn more about those and what else is planned below \ud83d\udc47.<\/p>\n<div class=\"callout callout--definition\">\n<h4>See what&#8217;s coming next for Resource Guru<\/h4>\n<p>Wondering which features we&#8217;re adding next? Explore our product portal to see what\u2019s planned, what\u2019s under consideration, and what we\u2019ve already launched. Vote on which features are most important to you and submit new ideas to have your say!<\/p>\n<p><a class=\"button\" href=\"https:\/\/portal.productboard.com\/u3wdgytlr9dhqrdkzqf46ybi\/tabs\/2-planned\" target=\"_blank\" rel=\"noopener\">What&#8217;s next for Resource Guru \u2192<\/a><\/p>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>Every company has its own ways of keeping teams aligned around what projects and clients need. That&#8217;s why we&#8217;re continuing to roll out new customization options that let our customers get work done the way they&hellip;<\/p>\n","protected":false},"author":29,"featured_media":6695,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"content-type":"","mc4wp_mailchimp_campaign":[],"footnotes":""},"categories":[30],"tags":[61,62],"class_list":["post-6665","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-product-updates","tag-product-updates-feed","tag-heartbeats"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.3 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>New Feature \u2013 Custom Fields for Projects &amp; Clients<\/title>\n<meta name=\"description\" content=\"Categorize upcoming work, communicate key information, and export custom data for analysis with Custom Fields for projects and clients.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/resourceguruapp.com\/blog\/product-updates\/custom-fields-projects-clients\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"New Feature \u2013 Custom Fields for Projects &amp; 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