Project level custom fields and financial tracking

Hi community,

We are currently thinking about deeply evaluating YouTrack. Tons of useful feature for our daily use cases there. 40 people company with devs, lead devs, PMs ,POs, etc.

But before jumping into it, I'd like to get some feedback from you guys, as I cannot find any relevant information about how it is possible with YouTrack to manage hig-level project data in a PPM perspective. In a few words, it is pretty important to us, to be able to monitor projects “financials” and “meta” (is it a build, run, tech stack, who leads, who is the customer, etc.), so that we can get some large grain financial analysis on how production behaves.

As it is not possible to create project-level custom fields, do any of you had such requirements and how did you implement those ? I did see that some might use project description and markup to store / retrieve such kind of data; maybe some of you did explore integration with 3rd parties solutions and integrate through API ?

Any experience / feedback would be great to assess feasability so that we can consider building a YouTrack PoC if such requirement does not lead to a dead end.

Thanks and regards 

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1 comment

Hello,

I'm Lena from the YouTrack Team. 

I recommend you start with our online webinar, where we describe how projects work in YouTrack: https://www.youtube.com/live/jXBo-RasY3g?si=WAAbR2U20JIpq3vc

Replying to more particular questions, yes, you can create custom fields for the specific projects. Here is the corresponding docs: https://www.jetbrains.com/help/youtrack/cloud/manage-custom-fields-per-project.html

For the third-party integrations, we would appreciate it if you could describe your particular goals, and we will do our best to provide you with possible solutions.

Moreover, I recommend you book a demo session with our customer success engineer: https://www.jetbrains.com/youtrack/request-a-demo/. At this session, you will have a chance to discuss with our team member the opportunities YouTrack provides to your teams and which functionality might be essential for your business. 

Also, don't hesitate to contact our Support Team directly via the link: https://jb.gg/ytsup

We are looking forward to hearing back from you. 

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