Create and use custom fields

Custom fields in Fusion Online let you track additional information for projects, tasks, resources, and endpoints. These fields help tailor Fusion Online to your workflows, improve filtering and reporting, and enable better integration with Microsoft Project.

Custom field administration

What are custom fields?

Custom fields allow you to store additional structured data beyond what Fusion provides by default. You can create custom fields for:

  • Projects

  • Tasks

  • Resources

  • Endpoints

Permissions required

To create and manage custom fields, you must be a System Administrator.

How to create a custom field

  1. Go to Admin > Setup > Custom Fields

  2. Click + create new field

  3. Fill in field details:

    • Name – Display name for the field

    • Description – A short explanation of the field’s purpose or how it should be used

    • Field Type – Project, task, resource, or endpoint

    • Data Type – Choose from text, number, date, duration, dropdown, or checkbox

    • Map to MSP Field – Select an Microsoft Project field mapping (not available for Project fields)

    • Allow Fusion Updates – Leave this checked to allow the field to be updated in Fusion Online

    • Use for All Projects – If checked, the field will be automatically available in all projects. If left unchecked, the field will be available only when explicitly enabled on a per-project basis. You can assign the field to individual projects by opening the Field Usage dialog in the Project Details view.

    • Add Selection List – When creating a Text field, you can click this button to define a preset list of values that will appear as a dropdown menu when users fill out the field. This helps standardize responses while still storing the value as plain text.

  4. Click Save

Integration with Microsoft Project

Custom fields (except Project custom fields) can be mapped to Microsoft Project fields, allowing values to be:

  • Imported during project check-in from Fusion Desktop

  • Exported during project check-out to Fusion Desktop

Where to use and view custom fields

Custom fields appear throughout the Fusion interface and can be used in views, filters, and detail pages:

Task custom fields

  • View/Edit in Task Details

  • Display as columns in task views

  • Filter task views using task custom fields

Project custom fields

  • View/Edit in Project Details

  • Display as columns in project views and endpoint views

  • Filter project views, endpoint views, and task views using project custom fields

Endpoint custom fields

  • View/Edit in the Fever Charts view

  • Display as columns in endpoint views

  • Filter endpoint views using both project and endpoint custom fields

Resource custom fields

  • View/Edit in Resource Details

  • Display as columns in resource views

  • Filter resource views using resource custom fields

Managing existing custom fields

From the Custom Fields admin screen, you can:

  • Edit a field (rename, change options, update selectin list values)

  • Delete a field (this will delete all data)

  • See where each field is currently in use if Use for All Projects is not selected

You cannot change a field's type or data type after it has been created.

See also

  • Custom Fields – Full documentation on creating and managing custom fields

Last updated

Was this helpful?