Here is a description of the fields on the Create Project page when creating a projectA collection of activities and related items to be managed over a defined time range, such as timecards, expenses, milestones and budgets..
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. | |
| 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. | ||
| 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 groupA 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. | |
| Practice | Lookup to the related practiceA level of hierarchy used in PSA to which other objects belong such as resources, opportunities and projects. to which the project actualsTotals for a given time period. roll up to. | ||
| Project Manager | Lookup to the related contact. Used on the resource plannerA 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 accountAccounts in the context of FinancialForce PSA are the same as accounts in Salesforce. Users can create and view certain FinancialForce PSA data related to the account on the related lists. and opportunity. | |
| Region | Lookup to the related regionA 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. |
The fields in this section allow you to create a budget for the project.
| Field | Description |
|---|---|
| Amount | Amount of the budgetAn 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:
|
| 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. |
| Planned Hours | Number of hours planned for the project. |
| Pre-Billed Amount | Amount billed and received earlier. |
| Status | Status of the budget. |