Using Custom Properties
Custom properties extend Fluid’s data model to capture organisation-specific information across projects, boards, meetings, and other entities. Once set up by administrators, these properties become available for users to view, update, and report on throughout the platform.
This article explains where you can see custom properties, how they appear in the interface, and how to interact with them.
Where Custom Properties Appear
Custom properties are displayed wherever the element they belong to is used. The exact location depends on the entity type:
Entity | Where Custom Properties Appear |
Projects | On the Project workspace (if the properties are reportable) and Project Edit pages, grouped under their configured categories. |
Users (Person) | Within the User Record, under the user data field section. |
Boards and Cards | Within the task dialog and on the card (if the properties are set to reportable. |
Impacts | Visible within each impact record when adding or editing a project impact. |
Schedule Tasks | Within the schedule task dialog when adding or editing schedule/gantt items. |
Status Reports | Within the dialog when adding or editing status reports to projects. |
Community Plans | Within the 'Add Resource' dialog when adding a resource to a project community. |
Financials | On the dialog when adding or editing a new entry for forecasts or actuals on a project |
Benefits | Within the dialog when adding or editing a project Benefit. |
Ongoing Costs | Within the dialog when adding an Ongoing Cost to a project. |
Workhubs | On the Workhub setting page. |
Meetings | In the Meeting setting section. |
Bulk Edit and Export
Bulk Edit
When performing a bulk edit, all custom properties for the selected entity are included regardless of whether they are set as reportable or not.
This allows administrators or project managers to update multiple records efficiently without needing to open each one individually.
Export to Excel
When exporting records to Excel, only reportable custom properties are included in the export.
Marking a property as Reportable ensures that it appears in datasets, dashboards, and spreadsheet exports, helping keep outputs focused on key data points.