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Question

Add a Standard System Field on the Customer Object to Count Related Projects

  • December 3, 2025
  • 0 replies
  • 17 views

Natalia Gligor
Planview Falcons

our custome would like AdaptiveWork to be able to provide a native system field on the Customer object that automatically counts all Projects related to that Customer.

Currently, this capability exists only at the Portfolio level, and organizations must use a custom Relations Summary field if they want this count at the Customer level.

The customer has a custom field called “# of Projects”, configured as a Relations Summary counting all associated Projects.


This field is intended to support reporting across 150+ Customer records.

 

However:

 

The field has repeatedly displayed ?ERROR, requiring Support to manually recalculate the field.

The customer assumed this was a system-provided field and expressed concerns about reliability.

They believe counting linked Projects is core platform functionality and should not rely on a custom implementation.

 

Requested Enhancement

 

Create a standard AdaptiveWork system field on the Customer module that:

Automatically counts the number of Projects linked to each Customer

Is system-managed, reliable, and not dependent on custom-defined logic

Behaves consistently with the existing Portfolio-level “# of Projects” system field

Does not require recalculation or manual intervention

Ensures correctness even during indexing cycles or high-volume operations