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Create Project from Template Fields

Here is a description of the fields 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. Your administrator can edit several field sets to modify the fields that appear on this page. For more information, see Field Sets.

Note: Note

Fields are grouped in sections or by tabs depending on the edition of Create Project From Template you're using.

Create Project

Here is a description of the Create Project fields.

Key:
* – Mandatory.
R – Read-only.
C - Classic edition of Create Project From Template only.
E - Extended edition of Create Project From Template only.

Field		Description
Apply Project Date Offset	C	Adjusts the dates on child records based on the difference between the Template Project Start Date field and the Start Date field.
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. Note: Note You cannot deactivate a project that has active child projects.
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.
Exclude from Billing		Indicates whether this project should be excluded from billing events.
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.
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 Credited		Indicates whether non-billable time is credited for utilization.
Time Excluded		When selected, non-billable time is not included in utilization calculations.
Update Related Record Dates	E	Adjusts related child record dates based on updates to the Template Project Start Date and Start Date fields. The effective date on Budget Details is not updated. Assignment and Resource Request start and end dates are updated as are Milestone target and actual dates. Project Tasks, Locations, Methodologies and Phases are also updated. The end date of the new project is automatically updated based on the number of days difference between the template project start date and the new project start date. However, the end date can be manually updated as required.

Resource Request Mappings from Template

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. You can edit the start and end dates of the resource request mappings.

Resource Request Mappings from Opportunity

When creating a project from a template, you can select resource request mappings from the related opportunity to copy to the new project.

Assignments

Here is a description of the Assignments fields. You can choose the assignments that you want to copy from the template and adjust each one listed.

Field	Description
Adjust Schedule Exceptions	Indicates whether schedule exceptions for the assignment are adjusted relative to the new assignment’s start date. When true, any selected assignments are created along with the schedule exceptions which are adjusted in relation to the start date if the start date for the new assignment has changed. When false, schedule exceptions from the original schedule are not copied. The default value is true.
Assignment Name	Name of the assignmentConnection between a resource and a project..
Bill Rate	Rate used when calculating billing for the hours entered on timecards for the assignmentConnection between a resource and a project..
Billable	Indicates whether the assignment is billable and therefore included in billing events.
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.
Ignore Holidays	Indicates whether a new assignment schedule ignores holidays. When true, any selected assignments are created without taking into account any holidays on the resource's work calendar and these days are treated as working days for scheduling purposes. When false, schedule exceptions are created for any holidays on the resource's work calendar and the hours are adjusted accordingly. The default value is true.
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. .
Start / End Date	Start and end date of the schedule.

Note: Note

If an assignment milestone is associated with a selected assignment, that assignment milestone is copied and the new assignment milestone is associated with the new assignment when you create the project.

Budget Details

Here is a description of the Budget Details fields to allow you to create a project budget.

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 Name	Name of the budget. Make it identifiable to the project and its budget type.
Budget Type	You can choose one of the following budget types: Vendor Purchase Order Work Order Internal Budget Customer Purchase Order Change Request Vendor Purchase Order Change Request Work Order Change Request Internal Budget Change Request
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.
Effective Date	Date this budget becomes effective.
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

Here is a description of the Milestones fields to allow you to copy milestones to the project.

Key: * – Mandatory.

Field		Description
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.
Checkbox		Indicates whether the milestone in the template is copied to the project.
Description		Description of the milestone.
Estimated Time to Completion		Estimated number of resource hours to complete the milestone.
Log Milestone Cost as External		Indicates whether the costs should be logged as external, such as for external resources working on the milestone.
Milestone Amount	*	Amount to bill for achievement of the milestone.
Milestone Cost		Estimated cost of the milestone, based on resourceA contact that works on a project. cost.
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..
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.

Project Tasks

Here is a description of the project tasks fields.

Field	Description
Copy Template Project Tasks and Task Dependencies	Indicates whether the template project tasks and their dependencies are copied to the new project.
Description	Description of the project taskA unit of work or collection of work associated with a project..
Top-Level Task Start Date	Project tasks that have a start date on or later than the date you specify are copied to the new project.

Note: Note

If a project task is associated with a project task assignment, that project task assignment is copied with any related resource requests and assignments and associated with the new resource requests and assignments when you create the project.

Project Locations/Methodologies/Phases

Here is a description of the project locations, methodologies, and phases that you can copy to the project.

Field	Description
Copy Template Project Locations / Methodologies / Phases	Indicates whether each project locationThe location of the project. When completing a timecard you can select the location to which the time applies depending on the configuration your administrator has set. You can select a location for each day or a primary location depending on configuration. or project methodologyThe methodology used on the project. When completing a timecard you can select the methodology record to which the time applies depending on the configuration your administrator has set. or project phasePhase of the project. When completing a timecard you can select the phase record to which the time applies depending on the configuration your administrator has set. is to be copied to the project. Note: Notes More than one entry may exist for a location/methodology/phase. This is because a project location/methodology/phase can include start and end dates to which the location/methodology/phase applies. When the Copy Template Project Methodologies / Phases checkbox is selected, only the Project Methodologies / Phases associated with the selected assignments are copied to the project along with their corresponding Assignment Project Methodology / Phase record.

Field

Description

Copy Template Project Locations / Methodologies / Phases

Indicates whether each project locationThe location of the project. When completing a timecard you can select the location to which the time applies depending on the configuration your administrator has set. You can select a location for each day or a primary location depending on configuration. or project methodologyThe methodology used on the project. When completing a timecard you can select the methodology record to which the time applies depending on the configuration your administrator has set. or project phasePhase of the project. When completing a timecard you can select the phase record to which the time applies depending on the configuration your administrator has set. is to be copied to the project.

Note: Notes

More than one entry may exist for a location/methodology/phase. This is because a project location/methodology/phase can include start and end dates to which the location/methodology/phase applies.

When the Copy Template Project Methodologies / Phases checkbox is selected, only the Project Methodologies / Phases associated with the selected assignments are copied to the project along with their corresponding Assignment Project Methodology / Phase record.

Miscellaneous Fields

Here is a description of fields that appear on miscellaneous Create Project From Template sections or on multiple tabs.

Key:
E - Extended edition of Create Project From Template only.

Field		Description
Select All		Select or deselect all records on a particular tab.
Select All Related Records	E	Select or deselect all records concurrently on all tabs relating to the project you are copying. The default is unchecked. When you select this checkbox, any Select All checkboxes are also checked including the Create Budget checkbox. If you deselect an individual record on a tab, the Select All checkbox on that particular tab and Select All Related Records are both also deselected.
N of T Selected	E	Number count of records on a tab. Where N is the number selected and T is the total number of records.

Related Concepts

Related Tasks

Creating a Project from a Template

Creating a Change Request

Sharing a Project

Creating a Child Project

Viewing Project Variance

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