Project Field Sets

Name	Description	Used on Page	Default Fields
Assign Multiple Projects to Resource Search Columns	Allows you to define the columns that appear on the "Select Projects" table on the Mass Assign Projects to Resource page.	Mass Assign Projects to Resource	Region, Practice, Group, Start Date, End Date.
Assign Resource Project Information Section Field Set	Defines the read only fields visible on the "Project Information" section of the Assign Resource to Project page.	Assign Resource to Project	Project Name; Owner; Start Date; End Date; Location.
Create Project From Opp And Template Project Columns	When creating a new project from a template, on either the Opportunities or Projects tab, defines the editable fields that appear on the "Project Details" section of the relevant page.	Create Project From Opportunity and Create Project From Template	Project Name; Account; Opportunity; Planned Hours; Start Date; End Date; Project Manager; Owner ID; Opportunity Owner; Active; Billable; Time Credited; Time Excluded; Exclude From Billing; Region; Practice; Group; Currency ISO Code; Action: Update Current Time Period.
Create Project From Template Alt Copy Project Fields	Allows you to define additional fields on the Project object to copy from the project template to the new project. These fields do not display on the Create Project From Template Visualforce page but are combined with those on the Visualforce page to provide a super-set of fields which are copied.	N/A	None. You can add additional fields that exist on the Project object.
Project Detail Fields on RR From Template Field Set	When creating resource requests from a template on a project detail page (by clicking Add Resource Requests From Template on the Resource Requests related list), define the fields that appear on the "Project Details" section of the Add Resource Requests page.	Add Resource Requests (OppAddRes ReqFromTemplate Visualforce page)	Name; Account; Region; Practice; Group.
Project Fields For Rate Card Set	When viewing or updating a rate card set, this field set determines the columns used in the list of projects using the rate card set.	Rate Card Set and Update Rate Card Set	Project Name, Billed, Start Date, End Date.
Project Information Fields On RR from PTA	When generating resource requests from project tasks, allows you to define the fields that appear on the "Project Information" section of the Generate Resource Requests from Project Task Assignments page.	Generate Resource Requests from Project Task Assignments	Project Name, Account, Region, Practice, Group.
Project Planner Columns	Defines any additional columns that you want to show on the project list of the new Project Planner. Note: Note You can control whether this field set is visible on the new Project Planner using the Columns Field Set setting. For more information, see Resource and Project Planners Settings and Preferences.	Project Planner	Billable
Select Project Template Field Set	When creating a new project from a template, on either the Opportunities or Projects tab, defines the columns that appear on the "Project Templates" section of the Select Project Template page.	Select Project Template	Name; Planned Hours; Account; Region; Practice; Group.
Tooltip Fields for Project Planner	Defines tooltip fields that display when users hover over a project. This field set must be referenced by the Project Tooltip Field Set setting.	Project Planner

Assign Multiple Projects to Resource Search Columns

Allows you to define the columns that appear on the "Select Projects" table on the Mass Assign Projects to Resource page.

Mass Assign Projects to Resource

Region, Practice, Group, Start Date, End Date.

Assign Resource Project Information Section Field Set

Defines the read only fields visible on the "Project Information" section of the Assign Resource to Project page.

Assign Resource to Project

Project Name; Owner; Start Date; End Date; Location.

Create Project From Opp And Template Project Columns

When creating a new project from a template, on either the Opportunities or Projects tab, defines the editable fields that appear on the "Project Details" section of the relevant page.

Create Project From Opportunity and Create Project From Template

Project Name; Account; Opportunity; Planned Hours; Start Date; End Date; Project Manager; Owner ID; Opportunity Owner; Active; Billable; Time Credited; Time Excluded; Exclude From Billing; Region; Practice; Group; Currency ISO Code; Action: Update Current Time Period.

Create Project From Template Alt Copy Project Fields

Allows you to define additional fields on the Project object to copy from the project template to the new project. These fields do not display on the Create Project From Template Visualforce page but are combined with those on the Visualforce page to provide a super-set of fields which are copied.

N/A

None. You can add additional fields that exist on the Project object.

Project Detail Fields on RR From Template Field Set

When creating resource requests from a template on a project detail page (by clicking Add Resource Requests From Template on the Resource Requests related list), define the fields that appear on the "Project Details" section of the Add Resource Requests page.

Add Resource Requests (OppAddRes
ReqFromTemplate Visualforce page)

Name; Account; Region; Practice; Group.

Project Fields For Rate Card Set

When viewing or updating a rate card set, this field set determines the columns used in the list of projects using the rate card set.

Rate Card Set and Update Rate Card Set

Project Name, Billed, Start Date, End Date.

Project Information Fields On RR from PTA

When generating resource requests from project tasks, allows you to define the fields that appear on the "Project Information" section of the Generate Resource Requests from Project Task Assignments page.

Generate Resource Requests from Project Task Assignments

Project Name, Account, Region, Practice, Group.

Project Planner Columns

Defines any additional columns that you want to show on the project list of the new Project Planner.

Note: Note

You can control whether this field set is visible on the new Project Planner using the Columns Field Set setting. For more information, see Resource and Project Planners Settings and Preferences.

Project Planner

Billable

Select Project Template Field Set

When creating a new project from a template, on either the Opportunities or Projects tab, defines the columns that appear on the "Project Templates" section of the Select Project Template page.

Select Project Template

Name; Planned Hours; Account; Region; Practice; Group.

Tooltip Fields for Project Planner

Defines tooltip fields that display when users hover over a project. This field set must be referenced by the Project Tooltip Field Set setting.

Project Planner