Creating a Project from an Existing Project or a Template

Before you can create a project in this way, an administrator must first:

  • Add the PSA Actions: Project Creation component to a workspace or other app page and give you Read permission for that workspace or page. The component is already available on the Project Management workspace.
  • Assign the PSA - Create Projects permission set to you or grant you the permissions detailed in Permissions for the PSA Actions: Project Creation Lightning Component.

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

  1. Click Create Project on the relevant workspace or app page, for example the Project Management workspace. The Select a Starting Point window opens. You can 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 that appear anywhere in the project name. You can select from all projects or select Templates Only to select from only template projects. Up to 100 projects are listed and are controlled by project sharing settings.

    The available projects and project templates are displayed in cards by default. To view them in list format, select List from the Button to change to List view button menu. Your selection is retained whenever you use the same browser on the same computer.

  3. Click Next.
  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. For details of the fields displayed, see Project Fields.

    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.

  5. Click Next. Records for 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.
  6. Expand the sections to review and edit the records each one contains and deselect any records you do not want to include in your new project. You must have Read and Edit permissions for each object to be able to view and edit these records.

    Dates on the related object records are highlighted in yellow when they are different from the dates in the source project or template. If you changed the project start date at Step 4, dates on the related object records are offset by the same amount.

    The columns of data displayed for each object are controlled by the field sets configured in the Create Project Personal custom settings for each object. These settings dictate whether a column is read only, editable, or hidden. For more information on these settings, see Create Project Personal Custom Setting.

    Notes:

    The columns of data displayed for the Project Task object are not controlled by field sets and are not editable. The following columns are always displayed: Name, Assigned Resources, and Estimated Hours.

    Columns containing formula fields are not editable, even if controlled by an editable field set that is configured in the Create Project Personal custom setting.

  7. [Optional] From the Budget section, select Create Budget. You can view and edit the budget you have created from the Budgets related list after you have created the project. If you select Create Budget, this is retained whenever you use the same browser on the same computer for this procedure.
    Note:

    You can only create a budget if the project was set to Active at Step 4.

  8. Click Create Project.
  9. [Optional] Click Close.