Project Configuration Group Options and Custom Settings

You can control PSA project behavior using configuration groups or custom settings.

Create Project Configuration Group

The following field sets enable your administrator to customize the Create Project page:

Key:
O – Obsolete.
E - Extended Create Project From Template edition only.

Field	Key	Description	Default Value
add assignment checkbox to create project resource request list		When a user creates a project from an opportunity or project template, indicates whether the Create Assignment column is displayed in the Resource Request Mappings section of the Create Project page.	True
always copy resource requests from opportunity		When true, if you are creating a project from an opportunity using Create Project, resource requests are copied from the opportunity. Resource requests are copied even if they are not visible, which is controlled by configuration option display resource requests. Note: This option does not apply if you are using Create Project From Template from an opportunity.	True
budget default use services attached from products		Indicates whether products or subscriptions attached to the Products field are used as the starting point for the default amount of the project budget instead of the Opportunity Amount.	True
budget default using existing expense amounts		Indicates whether both expense amounts are subtracted from the Opportunity total to generate the Budget amount.	True
budget name suffix		Suffix added to a budget name.	-Budget
budget type picklist values		Values displayed in the Budget Type picklist in the Budget Details section of the Create Project page.	Vendor Purchase Order Change Request, Customer Purchase Order, Customer Purchase Order Change Request, Work Order, Internal Budget, Internal Budget Change Request
copy project task assignments from template tasks		Indicates whether the project task assignment child objects of a project task are copied when creating a project from a template.
copy record type from template		Indicates whether the record type is always copied from the project template when creating a project from a template.
copy template project tasks default		Indicates whether the Copy Template Project Tasks and Task Dependencies checkbox in the Project tasks section of the on the Create Project from Template page is selected when the page loads.	True
create budget default		Indicates whether the Create Budget checkbox on the create project pages is selected by default when the page loads.
create budget from selected service product line items		Indicates whether a page is displayed to select the service product line items. When this option is selected, the sum of the items (if greater than zero) is used as the starting point for the budget instead of the Opportunity Amount.	True
create project from template adjust exceptions default		Indicates whether the Adjust Schedule Exceptions checkbox on the Create Project page is selected by default when creating a project from a template.	True
create project from template default records per page	E	Determines the default number of records in multiples of 5 to display per tab on the Create Project From Template page. Both the default and minimum value is 5. The maximum value is 25.	5
create project from template ignore holidays default		Indicates whether the Ignore Holidays checkbox on the Create Project page is selected by default when creating a project from a template.	True
create project with no opp update permission		Indicates whether a user who has no edit permission on opportunities can create a project from an opportunity by clicking Create Project or Create Project from Opportunity in the Project related list without updating the Primary Project field.	False
default budget name		Indicates whether a default budget name is displayed when users create projects from opportunities.	Checked
default budget status		The default value displayed in the Budget Status field.	Draft
default budget type		Default value displayed in the Budget Type field.	Customer Purchase Order
default group from template		Indicates whether the Group field in the Create Project from Template page comes from the project template. When true, the value comes from the template. When false, the value comes from the opportunity or group that the page was opened from, otherwise it is not set.	False
default is active		Indicates whether new projects are active by default.	Checked
default is billable		Indicates whether new projects are billable by default.	Checked
default practice from template		Indicates whether the Practice field in the Create Project from Template page comes from the project template. When true, the value comes from the template. When false, the value comes from the opportunity or practice that the page was opened from, otherwise it is not set.	False
default project name		Indicates whether the Project Name field is populated with the default template name when creating a new project. Also applies to creating a new project from a template from accounts, opportunities, regions, practices, groups, project list views and from the immediate sub-projects related list on the project. In the classic edition of Create Project From Template, this setting is only applicable to creating a project from a template created from an opportunity.	Checked
default project owner		Determines the default value in the Project Owner field when creating a project from an opportunity. When the value is incorrect or not set, Opportunity Owner is set as the default project owner. You can set this field to one of the following: Opportunity Owner Current User Blank	Opportunity Owner
default region from template		Indicates whether the Region field in the Create Project from Template page comes from the project template. When true, the value comes from the project template. When false, the value comes from the opportunity or region that the page was opened from, otherwise it is not set.	False
default time credited		The default value for the Time Credited field.	Unchecked
default time excluded		The default value for the Time Excluded field.	Unchecked
display exclude from billing		Indicates whether the Exclude from Billing field is displayed when creating a project from a template.	False
display resource requests		When true, the Resource Requests section is displayed when creating a project from an opportunity using Create Project. See also always copy resource requests from opportunity.	True
is budget amount required		Indicates whether users must enter a value in the Amount field. We recommend you set this configuration to true as the corresponding field is required when you create a budget.	True
is budget effective date required		Indicates whether users must select a date for the Effective Date field. We recommend you set this configuration to true as the corresponding field is required when you create a budget.	True
is budget name required		Indicates whether users must enter a name in the Budget Name field.	True
is budget prebilled amount required		Indicates whether users must enter a value in the Pre-Billed Amount field.	False
is budget status required		Indicates whether users must enter a value in the Budget Status field.	False
milestone list sort columns		Comma delimited list of API names of fields on which to sort the milestones listed on the Create Project from Template page. By default, sorts the milestones by the date on which they were created.	CreatedDate
milestone list sort descending		Indicates whether the list of milestones on the Create Project from Template page is to be sorted in descending order.	False
not subtract existing budgets		Indicates whether the amount calculated from the budgeted amount from the opportunity total or the selected products. No budget amount or expense amount is subtracted from it. To use this option, budget default use services attached from products and create budget from selected service product line items must be enabled.
project name suffix		Suffix added to a project name.	-Project
task list sort columns		Comma delimited list of API names of fields on which to sort the project tasks listed on the Create Project from Template page. By default, sorts the project tasks by the date on which they were created.	CreatedDate
task list sort descending		Indicates whether the list of project tasks on the Create Project from Template page is to be sorted in descending order.	False

Project Configuration Group

Use these settings in the Project configuration group A collection of configuration options contained in the configuration groups tab that defines behavior of a FinancialForce PSA object or feature. to control behavior on the Project page.

Field	Description	Default Value
create-project.opp-to-project-field-map	Specifies the mappings between Opportunity and Project fields when users create a project from an opportunity. You must format values as: <Opportunity field>=<Project field>. For example, Custom_Opp_Field__c=Custom_Proj_Field__c. Note: For this setting to take effect, add the mapped field(s) to the Create Project From Template Alt Copy Project Fields field set.
default-opportunity-owner-if-blank	Indicates whether the Opportunity Owner field is copied from the Opportunity when a user creates a new project.	False
default-resource-cost-rate-constant-in-currency-of	Indicates whether the default resource cost rate is shown in the currency of the resource or the project.

Create Project Personal Custom Setting

The Create Project Personal custom setting contains settings that can be applied when creating a project from an opportunity or template, or adding objects from another project.

Field	Description	Field Sets	Default Value
Opp and Template Proj Budget Fieldset	The API name of a field set used by the Budget object. Fields in this set define the editable fields in the Budget Details section of the Create Project from Template and Create Project from Opportunity pages.	Budget Field Sets	CreateProjectFromOppAndTempBudgetColumns
Opp and Template Proj Fieldset	The API name of a field set used by the Project object. Fields in this set define the editable fields in the Project Details section of the Create Project from Template and Create Project from Opportunity pages.	Project Field Sets	createProjectFromOppAndTempProjColumns
Opp RR Fieldset	The API name of a field set used by the Resource Request object. Fields in this set define the columns in the Resource Requests from Opportunity tab on the Create Project from Template page.	Resource Request Field Sets	CreateProjectOpportunityRRColumns
Opportunity Product Milestone Fieldset	The API name of a custom field set used by the Milestone object. Fields in this set define the columns in the Milestone from Opportunity Products section on the Create Project page. By default, there is no custom field set. The fields that you add to your custom field set are displayed on the Create Project page in the Milestones from Opportunity Products section. This is effective when you click Create Project in the Projects related list in an opportunity.
Opportunity Proj Milestone Fieldset	The API name of a custom field set used by the Milestone object. Fields in this set define the columns in the Milestone from Opportunity Products tab on the Create Project from Template page. By default, there is no custom field set. The fields that you add to your custom field set are displayed on the Create Project from Template page on the Milestones from Opportunity Products tab. This is effective when you click Create Project from Template in the Projects related list in an opportunity.
Resource Skill Request Fieldset	The API name of the Resource Skill Request object field set that defines additional fields that are copied when adding resource requests from a template.
Template Proj Alt Copy Assign Fieldset	The API name of a field set used by the Assignment object. Fields in this set define the assignment fields (if associated assignments exist) to copy from the template to the new project. These fields are not shown on the Create Project from Template page.	Assignment Field Sets	CreateProjFromTempAltCopyAssignmentField
Template Proj Alt Copy Location Fieldset	The API name of a field set used by the Project Location object. Fields in this set define the project location fields (if associated locations exist) to copy from template to new project. These fields are not shown on the Create Project from Template page.	Project Location Field Sets	CreateProjFromTempAltCopyProjLocFields
Template Proj Alt Copy Meth Fieldset	The API name of a field set used by the Methodology object. Fields in this set define the methodology fields (if associated methodologies exist) to copy from the template to the new project. These fields are not shown on the Create Project from Template page.	Project Methodology Field Sets	CreateProjFromTempAltCopyProjMethFields
Template Proj Alt Copy MS Fieldset	The API name of a field set used by the Milestone object. Fields in this set define the milestone fields (if associated milestones exist) to copy from the template to the new project. These fields are not shown on the Create Project from Template page.	Milestone Field Sets	CreateProjFromTempAltCopyMilestoneFields
Template Proj Alt Copy Phase Fieldset	The API name of a field set used by the Project Phase object. Fields in this set define the project phase fields (if associated project phases exist) to copy from template to new project. These fields are not shown on the Create Project from Template page.	Project Phase Field Sets	CreateProjFromTempAltCopyProjPhaseFields
Template Proj Alt Copy Project Fieldset	The API name of a field set used by the Project object. Fields in this field set define additional project fields to copy from the template to the new project. These fields are not shown on the Create Project from Template page.	Project Field Sets	CreateProjFromTempAltCopyProjectFields
Template Proj Alt Copy Risk Fieldset	The API name of a field set used by the Risk object. Fields in this set define the Risk fields (if associated risks exist) to copy from the template to a new project. These fields are not shown on the Create Project from Template page. By default, there is no custom field set defined.
Template Proj Alt Copy RR Fieldset	The API name of a field set used by the Resource Request object. Fields in this set define the resource request fields (if associated requests exist) to copy from template to new project. These fields are not shown on the Create Project from Template page.	Resource Request Field Sets	CreateProjFromTempAltCopyProjRRFields
Template Proj Alt Copy Task Fieldset	The API name of a field set used by the Project Task object. Fields in this set define the project task fields (if associated tasks exist) to copy from the template to the new project. These fields are not shown on the Create Project from Template page.	Project Task Field Sets and Project Task Assignment Field Sets	CreateProjFromTempAltCopyProjTaskFields
Template Proj Assignment Fieldset	The API name of a field set used by the Assignment object. Fields in this field set define the editable fields in the Assignments section of the Create Project from Template page.	Assignment Field Sets	CreateProjFromTemplateAssignmentColumns
Template Proj Columns MS Fieldset	The API name of a Milestone object field set that defines the read-only columns shown in the Add Milestones from Template window. Unsupported field typesID, Geolocation, Text (Encrypted), Time, Formulas, Auto Number, Roll-Up, Picklist (Multi-Select), and Summary. Text Area field types are supported but they do not support line breaks. Note: The column order in your custom read-only field set overrides the order of the editable columns in the Milestone field set Create Project from Template Milestones Columns .	Milestone Field Sets
Template Proj Columns RR Fieldset	The API name of a Resource Request object field set that defines the read-only columns shown in the Add Resource Requests from Template window. Unsupported field typesID, Geolocation, Text (Encrypted), Time, Formulas, Auto Number, Roll-Up, Picklist (Multi-Select), and Summary. Text Area field types are supported but they do not support line breaks. Note: The column order in your custom read-only field set overrides the order of the editable columns in the Resource Request field set Create Project From Template Resource Request Columns.	Resource Request Field Sets
Template Proj Copy PTA Fieldset	The API name of a field set used by the Project Task Assignment object. Fields in this set define additional project task assignment fields to copy from the template to the new project. These fields are not shown on the Create Project from Template page.	Field Sets on the Project Task Assignment Object	CreateProjectFromTemplateCopyPTAFields
Template Proj Location Fieldset	The API name of a field set used by the Project Location object. Fields in this field set define the editable fields in the Project Locations section of the Create Project from Template page.	Project Location Field Sets	CreateProjFromTemplateLocationColumns
Template Proj Meth Fieldset	The API name of a field set used by the Methodology object. Fields in this field set define the editable fields in the Methodologies section of the Create Project from Template page.	Project Methodology Field Sets	CreateProjFromTemplateMethodologyColumns
Template Proj MS Fieldset	API name of a field set used by the Milestone object. Fields in this field set define the editable fields in the Milestones section of the Create Project from Template page.	Milestone Field Sets	CreateProjFromTemplateMilestoneColumns
Template Proj Phase Fieldset	The API name of a field set used by the Project Phase object. Fields in this field set define editable fields in the Project Phases section of the Create Project from Template page.	Project Phase Field Sets	CreateProjFromTemplatePhaseColumns
Template Proj Risk Fieldset	The API name of a field set used by the Risk object. Fields in this set define the columns in the Risk Mappings from Template on the Create Project from Template page. By default, there is no custom field set.
Template Proj RR Fieldset	The API name of the Resource Request object field set that defines the editable columns in the Create Project from Template page or Add Resource Requests from Template window.	Resource Request Field Sets	CreateProjectFromTemplateRRColumns
Template Proj Task Fieldset	The API name of a field set used by the Project Task object. Fields in this field set define the editable fields in the Project Tasks section of the Create Project from Template page.	Project Task Field Sets and Project Task Assignment Field Sets	CreateProjFromTemplateTasksColumns

ASM Triggers for Projects

Use these settings in the ASM Triggers Automated Services Manager Triggers. ASM triggers execute certain behavior in PSA. ASM triggers are controlled by the fields in the Triggers custom setting and the configuration options in the ASM configuration group. configuration group A collection of configuration options contained in the configuration groups tab that defines behavior of a FinancialForce PSA object or feature. to control automatic population of the Approver field of a selected business record.

Field	Description
AssignProjectManagerToBudgetApprover	Indicates whether the budget approver is automatically set to the project manager.
AssignProjectManagerToExpenseReportApprover	Indicates whether the expense report approver is automatically set to the project manager.
AssignProjectManagerToMilestoneApprover	Indicates whether the milestone approver is automatically set to the project manager.
AssignProjectManagerToMiscellaneousAdjustmentApprover	Indicates whether the miscellaneous adjustments approver is automatically set to the project manager.
AssignProjectManagerToTimecardApprover	Indicates whether the timecard approver is automatically set to the project manager.