Editable Project ID for External Reference
The user's CFO needs an editable project ID field for projects to link individual projects in Operating to corresponding projects in their external finance system. Currently, Operating preserves external IDs for imported projects, but the ability to edit these or add a new editable field for external reference is needed for seamless integration and financial tracking.
Log in to comment and vote
Comments2
Matti Parviainen
Aug 21, 2025
Working on this right now!
Emil Munk
Aug 21, 2025
as an added note, the current “external ID” seems to be the project name, but we also use project IDs that are 5-digit numbers. These are not added in Operating when importing. Also, going forward new projects will be created via the deals in HubSpot, but HubSpot does not have this Project ID and thus cannot send that over to Operating. This must be added manually by the project owner.
I would very much urge that you add this field “Ext. Project ID” to projects. Thank you!