> ## Documentation Index
> Fetch the complete documentation index at: https://help.fieldpulse.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Projects

> 3 FieldPulse help articles on Projects, including Project Management Overview and Setting Up Custom Fields on Project Records.

<CardGroup cols={2}>
  <Card title="Project Management Overview" href="/jobs/projects/overview">
    Group a multi-week install in FieldPulse into one Project that holds its jobs, subtasks, estimates, staged invoices, files, and timesheets.
  </Card>

  <Card title="Setting Up Custom Fields on Project Records" href="/jobs/projects/custom-fields">
    Capture details like a lead installer or risk rating on FieldPulse project records, then cascade each one to related jobs, invoices, and purchase orders.
  </Card>

  <Card title="Projects vs. Jobs vs. Site Visits Details" href="/jobs/projects/projects-vs-jobs-vs-site-visits">
    Decide when a multi-phase install belongs in a FieldPulse project, when it is a single job, and when a return trip should be a site visit.
  </Card>
</CardGroup>