
Before you can assign a value to a custom field, it must be created. Refer to Custom fields: adding and modifying for details.
Depending on the object the custom field you want to assign a value to, there are 6 cases.
Project or Activities
To assign a value to a custom field created for projects or activities (any type, tasks, issues, or requests):
- Open Activity Center.
- Open the details of a project or activity you want modified.
- Under Custom fields, locate the custom field you want to give a value to.
- Assign a value using the appropriate method, depending on the type of custom field. E.g. use a date selector, for a date format custom field.
- The changes are saved automatically.

If the custom field is mandatory, you will not be able to save the page until after you have assigned a value to it. You will be prompted with a message 'This is a required field'. The same applies to the remaining cases below. Refer to Custom fields: adding and modifying for details on mandatory fields.
Users
To assign a value to a custom field created for users.
- Click through Login picture > Company Settings > Users.
- Open the details of a project or activity you want modified.
- Under Custom fields, locate the custom field you want to give a value to.
- Assign a value using the appropriate method, depending on the type of custom field. E.g. use a date selector, for a date format custom field.
- The changes are saved automatically.
Customers
To assign a value to a custom field created for customers.
- Click through Login picture > Company Settings > Customers.
- Open the details of a project or activity you want modified.
- Under Custom fields, locate the custom field you want to give a value to.
- Assign a value using the appropriate method, depending on the type of custom field. E.g. use a date selector, for a date format custom field.
- The changes are saved automatically.
Portfolios
To assign a value to a custom field created for portfolios.
- Go to Projects & Tasks | Portfolios.
- Open the details of a project or activity you want modified.
- Under Custom fields, locate the custom field you want to give a value to.
- Assign a value using the appropriate method, depending on the type of custom field. E.g. use a date selector, for a date format custom field.
- The changes are saved automatically.
Expenses
To assign a value to a custom field created for expenses.
- Go to a project's Financial section.
- Open the details of a project or activity you want modified.
- Under Expenses, locate the custom field you want to give a value to.
- Assign a value using the appropriate method, depending on the type of custom field. E.g. use a date selector, for a date format custom field.
- The changes are saved automatically.
Time entries
To assign a value to a custom field created for time entries.
- Go to Time Logs.
- Open the details of a time entry you want to modify.
- Locate the custom field you want to give a value to.
- Assign a value using the appropriate method, depending on the type of custom field. E.g. use a date selector, for a date format custom field.
- The changes are saved automatically.