Setting up Project Tracking Against a Billing Cap

Note: You must have enabled the feature Project Tracking Against Billing Cap before setting these field level security (FLS) permissions. This adds the Project Tracking section to the Project Detail Layout page layout on the Project object.

To enable users to use the Project Tracking section on projects, you must assign the FLS permissions for each relevant profile. These users can then view and use the fields in the Project Tracking section of a project's Details tab.

  1. From Setup, select Users | User Management Settings.
  2. Enable Enhanced Profile User Interface.
  3. From Setup, select Users | Profiles.
  4. Select the relevant profile, such as Project Manager. The Profile page opens.
  5. In the Apps section, click Object Settings.
  6. Click Projects.
  7. Click Edit, and then select the following settings.

    8. Field

    Read Access

    Write Access
    Apply Billing Cap  
    Alert Recipient  
    Alert Threshold  
    Auto-Cap Billing  
    Percentage Used  
    Remaining Amount  
  8. Click Save.
Note: The write access fields are optional in these Project object field sets:
  • Create Project From Opp And Template Project Columns
  • Create Project From Template Alt Copy Project Fields