Create Project Fields

The following tables describe the fields on the Create Project page when creating a project A collection of activities and related items to be managed over a defined time range, such as timecards, expenses, milestones and budgets..

Note: When you click Create Project from the Projects related list on an opportunity, a page opens that enables you to select the opportunity product line items to be included in budget calculations. If this page is not displayed, check with your administrator that the configuration option create-budget-from-selected-service-product-line-items is set to true.

Create Project

This table describes the fields in the Create Project section.

Key:
* – Mandatory.
R – Read-only

Field			Description
Account	*		Lookup to the related account for the project. Enter the customer account for the project, unless you are using it to track items other than revenue such as vacations or internal non-billable projects. Note: When creating a project from an opportunity, this is a link to the account page for the opportunity.
Active			Indicates whether this project is active. When deselected, this project's Scheduled Backlog will not be calculated or reflected in roll-ups. Also when deselected, you cannot enter, delete or materially update further business records on this project. Note: You cannot deactivate a project that has active child projects.
Billable			Indicates whether this project is billable. When deselected this project's numbers will not be reflected in any billing information.
Currency	*		When working with multiple currencies, allows you to choose a currency to report the project figures in when different from the default currency for your Salesforce org.
Group			Lookup to the related group A level of hierarchy used in PSA to which other objects belong such as resources, opportunities and projects. to which the project actuals roll up to.
Opportunity	*		Lookup to the related opportunity. Enter the opportunity for the project unless you are using it to track items other than revenue such as vacations or internal non-billable projects.
Opportunity Owner	*		Contact who owns the related opportunity.
Owner	*		Contact who owns the project.
Planned Hours			Number of hours planned for the project.
Practice			Lookup to the related practice A level of hierarchy used in PSA to which other objects belong such as resources, opportunities and projects. to which the project actuals Totals for a given time period. roll up to.
Project Manager			Lookup to the related contact. Used on the resource planner A graphical tool that gives you an organized, comprehensive view of resources and the projects to which they are assigned..
Project Name	*		Name of the project. Should relate to the account In this context, accounts are organizations or people that you conduct business with, such as customers or vendors. Account is a standard Salesforce object. FinancialForce accounts can be any Account Record Type. and opportunity.
Region			Lookup to the related region A level of hierarchy used in PSA to which other objects belong such as resources, opportunities and projects. to which the project actuals roll up to.
Start Date/End Date	*		Dates on which the project starts and ends.
Time Credited			Indicates whether non-billable time should be credited for utilization.
Time Excluded			Indicates whether non-billable time should neither count for nor against utilization.

Budget Details

This table describes the fields in the Budget Details section.

The fields in this section allow you to create a budget for the project.

Field	Description
Amount	Amount of the budget An amount used to manage expenditure on customer purchase orders, internal budgets, outbound vendor purchase orders and work orders. A budget must be associated with a project..
Budget Type	You can choose one of the following budget types: Vendor Purchase Order Work Order Internal Budget Customer Purchase Order Change Request Vendor Purchase Order Change Request Work Order Change Request Internal Budget Change Request
Create Budget	Indicates whether a budget is to be added to the project. Deselect the checkbox if you have a workflow that sets a project to Inactive on creation. This prevents PSA from attempting to add a budget to the inactive project.
Description	Description of the budget.
Expense Amount	Amount of additional expenses.
Pre-Billed Amount	Amount billed and received earlier.
Status	Status of the budget.

Milestones from Opportunity Products

This table describes the fields in the Milestones from Opportunity Products section. Select the checkboxes of the records that you want to copy.

Note:

Record types are automatically mapped. If no record type is set on the opportunity product milestone, the default value set on your user profile is used.

Key: * – Mandatory.

Field			Description
Actual Date			Actual date of completion of the milestone. Must be completed before you can include in financials.
Approver			Lookup to approval authority contact, usually a customer or partner.
Checkbox			Indicates whether the milestone in the opportunity product is copied to the project.
Description			Description of the milestone.
Estimated Time to Completion			Estimated number of resource hours to complete the milestone.
Log Milestone Cost as External			Indicates whether the costs are logged as external, such as for external resources working on the milestone.
Milestone Amount	*		Amount to bill for achievement of the milestone. This is populated with the amount of the opportunity product line item.
Milestone Cost			Estimated cost of the milestone, based on resource A contact that works on a project. cost.
Milestone Name			Name of the milestone A fixed target, which when achieved, can be billed to the customer for a fixed fee or by logging time against it..
Planned Hours			Total number of planned hours from all resources for this milestone. This field exists on projects, assignments and milestones and is for simple planning purposes.
Target Date	*		Target date for completion of the milestone. This field is blank if there is no date set on the copied opportunity product line item. Note: When using an API to create a project from an opportunity, this field shows the current date if there is no date set on the copied opportunity product line item.