Project Task Field Sets and Project Task Assignment Field Sets

You can use the field sets contained on the Project Task and Project Task Assignment objects to customize the Create Project From Template page and Project Task Gantt. You can also change available fields when replacing resources on a project task assignment.

Additionally, field sets on the Project Task, Project Task Assignment, and Project Task Dependency objects define fields that require an edit lock, obtained by editing the project in Project Task Gantt or in standard Salesforce pages, in order to edit. These field sets are for internal use and should never be changed.

Field Sets on the Project Task Object

Key: L – Relates to project edit locking—see "Project Edit Locking Overview".

Field Set		Description	Used on Page	Default Fields
Create Project From Template Alt Copy Project Task Fields		Allows you to define the Project Task fields (if associated project tasks exist) that are copied from the project template to the new project. These fields do not display on the CreateProjectFromTemplate Visualforce page.	N/A	None.
Create Project from Template Project Tasks Columns		Allows you to define the columns that display information in the Project Tasks section of the Create Project page when creating a project from a template.	Create Project from Template	Project Task Name; Status; Parent Task; WBS Element Number; Points; Start Date & Time ; End Date & Time; Description.
Gantt Custom Columns		Fields that are in this field set are made available as additional columns on the tasks pane of Project Task Gantt. The API name of the field set must be referenced by the "Columns Field Set" setting. Currently, do not include the Parent Task Name in the custom columns.	Project Task Gantt	None.
Gantt Read Only Fields		Defines fields that are always read-only on Project Task Gantt, regardless of a user's Field-Level Security settings.	Project Task Gantt	Actual Hours
Require Lock For Editing	L	Contains default fields on the project task that can only be edited if the user has an edit lock for the parent project. Warning For internal use only. Do not add or remove fields in this field set.	Various	Start Date; End Date; Points; Parent Task; WBS Element Number; Milestone.

Field Sets on the Project Task Assignment Object.

Key: L – Relates to project edit locking—see "Project Edit Locking Overview".

Field Set		Description	Used on Page	Default Fields
Create Project from Template Copy PTA Fields		Used when creating a project from a project template to define additional fields on the Project Task Assignment object to copy from the template to the new project. These fields are not displayed on the CreateProjectFromTemplate Visualforce page.	N/A	Resource; Resource Role; External Resource
MassReassignTaskAssignmentColumns		Allows you to define the columns to appear when replacing resources for a project task assignment.	Replace Resources	Project Task Assignment Number
				Project Task > Project Task Name
				Resource > Full Name
				Resource > Resource Role
				Project Task Start Date
				Project Task End Date
Require Lock For Editing	L	Contains default fields on the project task assignment that can only be edited when you have an edit lock for the parent project. Warning For internal use only. Do not add or remove fields in this field set.	Various	Resource Role; Project Task.

Field Sets on the Project Task Dependency Object.

Key: L – Relates to project edit locking—see "Project Edit Locking Overview".

Field Set		Description	Used on Page	Default Fields
Require Lock For Editing	L	Contains default fields on the project task dependency that can only be edited when you have an edit lock for the parent project. Warning For internal use only. Do not add or remove fields in this field set.	Various	Type; Preceding Task; Lag Time (Hours); Cross Project.

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