Creating a Project from an Existing Project or a Template

Note:

To create a project in this way, your administrator must have granted you permission to view the following:

• Create Project tab.
• Relevant project records.
• Template field on the Project object.

You must also have view and update permissions on relevant fields for related objects.

To create a project from an existing project or from a project template:

1. Click Create Project in the App Launcher. The Select a Starting Point page opens. You can now select an existing project or a template project to use as the basis for your new project.
2. Select a recently used project, or search for a project using two or more characters anywhere in the project name. You can select from all projects or select Template to select from only template projects. Up to 100 projects are listed and are controlled by project sharing settings.

   If you select Template, this is retained whenever you use the same browser on the same computer for this procedure.

3. Click Select Project. The records on related objects from the project or template you selected at Step 2 are displayed in sections. If there are no records for an object, the corresponding section is not displayed. You must have Read permission for each object to be able to view these records.

   The columns of data displayed for each object are controlled by the Editable field sets configured in the Create Project Personal custom settings for each object, such as Resource Request from Template Editable and Milestone Editable. For more information on these settings, see Create Project Personal Custom Setting.

   Note:

   Even though you are using an editable field set, these columns of data are not currently editable.

4. Complete and update the project detail fields as required. The project start date defaults to today's date. The dates in other fields are updated based on the difference between the start date on the project or template you selected at Step 2 and the start date on the new project. Dates that have changed on the related object records are highlighted in yellow to indicate that they are different from the dates in the source project or template. If you change the project start date, dates in the related object records are offset by the same amount. For details of the fields displayed, see Project Fields.
   Notes:

   Your administrator can control the project detail fields that are displayed and their order by specifying a project field set in Project Details Editable in the Create Project Personal custom setting. Formula fields in the selected field set are not displayed.

   Your administrator can also change the heading of the Project Details section from the Lightning App Builder if required, by entering a value in the Label field in the properties pane for the PSA Create Project Lightning component.

5. Click Create Project. The project record is displayed. Refresh your browser page to view records for any related objects, as these will take a little longer to be created.