---
title: "Setting Up and Using Custom Fields for Projects in Ontraccr"
url: "https://help.ontraccr.com/en/article/setting-up-and-using-custom-fields-for-projects-in-ontraccr"
language: "en"
last_updated: "2025-06-06T23:14:08.298Z"
---

# Setting Up and Using Custom Fields for Projects in Ontraccr

## 🛠️ **Setting Up and Using Custom Fields for Projects in Ontraccr Overview**  
 

**Custom Fields** let you tailor project records to fit your company's unique needs.

Instead of sticking to default fields, you can **add your own sections and questions** — like "Project Supervisor," "Site Access Instructions," or any important project-specific data.

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## 🎯 **Why Create Custom Fields?**

-   Capture **special information** you always need on projects.
-   **Auto-fill forms and documents** with project-specific data.
-   Make project records **more complete and meaningful**.
-   Enforce **important fields** during project creation.

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## 🛠️ **How to Create Custom Fields for Projects**

1.  **Go to Settings → Customization → Custom Fields**.
2.  Click the dropdown and select **Projects**.
3.  Click **Add Section** to start.
4.  Enter:
    -   **Section Name** (e.g., "Site Details", "Contact Info").
5.  Click **Add Field** inside the section.
6.  Choose your field type:
    -   Text Input
    -   Yes/No Toggle
    -   Dropdown (Single Select or Multi-Select)
    -   Number Input
    -   Attachment
    -   Date / Time / Date Range
    -   Signature
    -   Static Text
    -   GPS Location
    -   Weather Data
7.  Configure field settings (e.g., make it **Required** or **Optional**).
8.  Click **Save**.

✅ Your custom fields will now appear when **creating or editing a project**!

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## 🧠 **Tips for Designing Good Custom Fields**

-   **Group Related Fields** into sections for easier filling.
-   **Keep Required Fields Minimal** — only force mandatory fields you really need.
-   **Use Dropdowns** whenever possible to avoid messy inconsistent data.
-   **Label Clearly** — the better your field names, the less confusion during project setup.

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## 📥 **How Custom Fields Work After Setup**

-   When **adding a project**, custom fields will appear **below the regular project info**.
-   During project **view mode**, custom fields show under the **General Info tab**.
-   When filling out forms, you can **pull custom field data dynamically** into forms using Dynamic **Attribute Fields**!

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## ✨ **Dynamic Attribute Fields in Forms**

If you want forms (like Change Orders or Safety Reports) to **auto-fill project details**:

-   Use **Dynamic Attribute** field type inside your form design.
-   Map it to pull info from your project's custom fields.

✅ Saves time and ensures **consistent project information** across your workflows!

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## 🧠 **Edge Cases and Important Notes**

**Custom Fields Are Per-Project**:

They only apply to the projects you build them into — not globally across the company unless you design it that way.

**Changing Custom Fields Later**:

If you update custom fields after projects exist, you'll need to manually add missing data to older projects if needed.

**Keep an Eye on Field Limits**:

Very large numbers of fields can make project forms heavier — design thoughtfully!

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## ✅ **Example Scenario**

You want to track:

-   Site Supervisor Name
-   Site Emergency Phone Number
-   Site Access Code

You create a **"Site Info"** section with three fields.

Now every project has these fields ready, and field teams see the correct access info immediately inside their forms and apps!

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## 🚀 **Summary**

Custom Fields in Ontraccr give you **unmatched flexibility** to collect and manage the information that matters most for your projects — and tie it seamlessly into forms, reports, and workflows.