Your administrator can edit several field sets to modify the fields that appear on this page. For more information, see "Field Sets".
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. from a template.
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. | |
| Planned Hours | Number of hours planned for 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. | |
| Apply Project Date Offset | Adjusts the dates on child records based on the difference between the Template Project Start Date field and the Start Date field. | ||
| Time Credited | Indicates whether non-billable time should be credited for utilization. | ||
| Template Project Start Date | Original project start date of the template project. The difference between this date and the project start date is used to calculate the date offset to apply to child records shown on the Create Project page. | ||
| Time Excluded | Indicates whether non-billable time should neither count for nor against utilization. | ||
| Exclude from Billing | Indicates whether this project should be excluded from billing events. |
If the project template that you are creating the project from has resource requestA means of asking for resources for a project or an opportunity. mappings, you can select the ones to copy to the project in this section. You can edit the start and end dates of the resource request mappings in this section.
When creating a project from a template, you can select resource request mappings from the related opportunity to copy to the new project.
When creating a project from a template, you can choose the assignments that you want to copy from the template. You can adjust each assignments listed in the template:
| Field | Description |
|---|---|
| Ignore Holidays | Indicates whether the new assignment schedule is to ignore holidays. When true, schedule exceptions are not created for holidays. |
| Adjust Schedule Exceptions | Indicates whether schedule exceptions are created for the assignment and adjusted relative to the start date. When false, no schedule exceptions are created. The default value is true. |
| Assignment Name | Name of the assignmentConnection between a resource and a project.. |
| Start / End Date | Start and end date of the schedule. |
| Billable | Indicates whether the assignment is billable and therefore included in billing events. |
| Bill Rate | Rate used when calculating billing for the hours entered on timecards for the assignmentConnection between a resource and a project.. |
| Cost Rate | Indicates whether the cost rate in the resource's contact record is used for the default cost rate. If you want to enter a cost rate for the assignment, clear the checkbox and enter the amount you want for that assignment. |
| Resource | The resourceA contact that works on a project. to be assigned to the projectA collection of activities and related items to be managed over a defined time range, such as timecards, expenses, milestones and budgets. . |
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. |
| Pre-Billed Amount | Amount billed and received earlier. |
| Status | Status of the budget. |
Milestones to be copied to the project.
Key: * – Mandatory
| Field | Description | ||
|---|---|---|---|
| Checkbox | Indicates whether to milestone in the template is to be copied to the project. | ||
| Milestone Name | Name of the milestoneA fixed target, which when achieved, can be billed to the customer for a fixed fee or by logging time against it.. | ||
| Milestone Amount | * | Amount to bill for achievement of the milestone. | |
| 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. | |
| 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. | ||
| Milestone Cost | Estimated cost of the milestone, based on resourceA contact that works on a project. cost. | ||
| Log Milestone Cost as External | Indicates whether the costs should be logged as external, such as for external resources working on the milestone. | ||
| Estimated Time to Completion | Estimated number of resource hours to complete the milestone. | ||
| Description | Description of the milestone. |
| Field | Description |
|---|---|
| Copy Template Project Tasks and Task Dependencies | Indicates whether the project tasks and their dependencies are to be copied to the project. |
| Top-Level Task Start Date | Project tasks that have a start date on or later than the date you specify are copied the project. |
| Description | Description of the project taskA unit of work or collection of work associated with a project.. |