Anyone have any best practices around the Project Panel?

As a design/build firm for foodservice we are essentially an architect + general contractor + equipment dealer.  A very complex business.

I struggle with a good way to organize the project panel and make it useful.  For example, I would love to have a project directory with various fields completed.  Who is the architect for the project, the engineer, the contractors, etc.  But I only find attachments work and it is kind of out of sight out of mind.  Anyone else have any good ways of making that screen useful for overall project organization?

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My initial suggestion is to use custom fields for this. You can show custom fields at the task and/or project level. You could add a field for each part of the directory (e.g. architect, engineer, etc). When a new project is kicked off you would enter this info when creating the project in Wrike, or you could use request forms with your custom fields. See https://help.wrike.com/hc/en-us/articles/209603049-Custom-Fields for more info. 

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My problem with the custom fields is it is only one field. So if I have an architect, I need to store name, company, email, phone

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Ivan, I am having the same issue. We are trying to track locations that our clients have across the nation and it feels like we are trying to force Wrike to act like a CRM system. We are still investigating the best way to do this. have you found anything for this?

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I use custom fields extensively to better manage information that needs to be published associated to a project.  Lack of Wrike reporting functionality outside of task info - I have been exploring other ways to provide a more comprehensive overview of a project via Tableau or ERAP.

 

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