Task Management Settings

Field	Description	Default
Auto Create Task Assignments All or None	When true, errors are ignored when creating assignments or assignment milestones and that will cause project task assignment records to be created. When false, the whole operation is rolled back if any error occurs when creating assignments or assignment milestones and that will cause creation of project task assignment records. This option is ignored unless Automatically Create Task Assignments is true. The default value is false.	False
Auto Remove Task Assignments All or None	When true, errors are ignored when deleting assignments or assignment milestones and that will cause deletion of project task assignment records. When false, the whole operation is rolled back if any error occurs when deleting assignments or assignment milestones and that will cause deletion of project task assignment records. This option is ignored unless Automatically Remove Task Assignments is true. The default value is false.	False
Automatically Create Task Assignment	Indicates whether to automatically assign unassigned project tasks that belong to the same milestone as the assignment when assigning a resource to a project. For instance, when true and you assign a resource to a project with the Milestone field filled in, a project task assignment is created for that resource. The default value is false.	False
Automatically Remove Task Assignment	Indicates whether to automatically remove project task assignments when resource or milestone is removed or the milestone is no longer associated with that assignment. For instance, when true and the Milestone field on the assignment is cleared and that resource has no other assignments on that project with the same milestone, the project task assignment is removed. If the Milestone field on an assignment is changed and Automatically Create Task Assignments is true, the original project task assignment is deleted and a new project task assignment is created for the new assignment milestone. The default value is false.	False
Default Task Ordering	Controls the default way in which tasks are ordered on the Project Task Gantt user interface when it is initially loaded and when it is refreshed. The default value is "Start_Date_Time__c ASC NULLS LAST, CreatedDate ASC". This sorts the tasks by their start date if one has been set. If no start date is set, the tasks are sorted by the date on which they were created. If you change the value, the value that you enter must be valid after a SOQL ORDER BY clause.	"Start_Date_Time__c ASC NULLS LAST, CreatedDate ASC"
Project Limit	Controls the maximum number of projects listed in the Show drop-down list in Project Task Gantt interface. The default value is 10000. If you have more projects than this you can set a value of up to 50000.	10000
PT/PTA/PTD Require Lock Fieldset	Defines the API name of a field set you can optionally create on the project task, project task assignment or project task dependency object. The field set(s) should contain additional custom fields that can only be edited if the user has an edit lock for the parent project. Note: Note These settings are blank. Only populate them if you want to include additional custom task fields in the project edit locking feature. For more information, see Configuring Project Edit Locking.	Null
Restrict Edit - End Date - Milestone	When true, restricts you from saving changes to the Task End Date when it is later than the Milestone Target date. When false, you can save changes to the Task End Date regardless of the Milestone Target date. The default value is false. Note If you enable this setting, we recommend you set the Alerts - Task dates - Milestone field in Project Task Gantt Preferences settings to true.	False
Restrict Edit - End Date - Project	When true,restricts you from saving changes to the Task Start Date when it is out-of-range of the Project Start and End dates. When false, you can save changes to the Task Start Date regardless of the Project Start and End dates. The default value is false. Note If you enable this setting, we recommend you set the Alerts - Task dates - Project field in Project Task Gantt Preferences settings to true.	False
Restrict Edit - PTA - Dates	When true, restricts you from saving changes to the Task End Date when it is out-of-range of the Project Task Assignment dates. When false, you can save changes to the Task End date regardless of the Project Task Assignment dates. The default value is false. Note If you enable this setting, we recommend you set the Alerts - Task dates - PTA dates dates field in Project Task Gantt Preferences settings to true.	False
Restrict Edit - PTA - Hours	When true, restricts you from saving changes to the Task End Date when it is out-of-range of the Project Task Assignment hours. When false, you can save changes to the Task End date regardless of the Project Task Assignment hours. The default value is false. Note If you enable this setting, we recommend you set the Alerts - Task hours - PTA hours field in Project Task Gantt Preferences settings to true.	False
Restrict Edit - Start Date - Project	When true, restricts you from saving changes to the Task Start Date when it is out-of-range of the Project Start and End dates. When false, you can save changes to the Task Start Date regardless of the Project Start and End dates. The default value is false. Note If you enable this setting, we recommend you set the Alerts - Task dates - Project field in Project Task Gantt Preferences settings to true.	False
Track Points History Disabled	Indicates whether changes to the Points Complete and Points Remaining fields on a Project Task are recorded. When selected, changes to Points Complete and Points Remaining fields are not tracked.	False

Auto Create Task Assignments All or None

When true, errors are ignored when creating assignments or assignment milestones and that will cause project task assignment records to be created. When false, the whole operation is rolled back if any error occurs when creating assignments or assignment milestones and that will cause creation of project task assignment records. This option is ignored unless Automatically Create Task Assignments is true. The default value is false.

False

Auto Remove Task Assignments All or None

When true, errors are ignored when deleting assignments or assignment milestones and that will cause deletion of project task assignment records. When false, the whole operation is rolled back if any error occurs when deleting assignments or assignment milestones and that will cause deletion of project task assignment records. This option is ignored unless Automatically Remove Task Assignments is true. The default value is false.

False

Automatically Create Task Assignment

Indicates whether to automatically assign unassigned project tasks that belong to the same milestone as the assignment when assigning a resource to a project. For instance, when true and you assign a resource to a project with the Milestone field filled in, a project task assignment is created for that resource. The default value is false.

False

Automatically Remove Task Assignment

Indicates whether to automatically remove project task assignments when resource or milestone is removed or the milestone is no longer associated with that assignment. For instance, when true and the Milestone field on the assignment is cleared and that resource has no other assignments on that project with the same milestone, the project task assignment is removed. If the Milestone field on an assignment is changed and Automatically Create Task Assignments is true, the original project task assignment is deleted and a new project task assignment is created for the new assignment milestone. The default value is false.

False

Default Task Ordering

Controls the default way in which tasks are ordered on the Project Task Gantt user interface when it is initially loaded and when it is refreshed. The default value is "Start_Date_Time__c ASC NULLS LAST, CreatedDate ASC". This sorts the tasks by their start date if one has been set. If no start date is set, the tasks are sorted by the date on which they were created. If you change the value, the value that you enter must be valid after a SOQL ORDER BY clause.

"Start_Date_Time__c ASC NULLS LAST, CreatedDate ASC"

Project Limit

Controls the maximum number of projects listed in the Show drop-down list in Project Task Gantt interface. The default value is 10000. If you have more projects than this you can set a value of up to 50000.

10000

PT/PTA/PTD Require Lock Fieldset

Defines the API name of a field set you can optionally create on the project task, project task assignment or project task dependency object. The field set(s) should contain additional custom fields that can only be edited if the user has an edit lock for the parent project.

Note: Note

These settings are blank. Only populate them if you want to include additional custom task fields in the project edit locking feature. For more information, see Configuring Project Edit Locking.

Null

Restrict Edit - End Date - Milestone

When true, restricts you from saving changes to the Task End Date when it is later than the Milestone Target date. When false, you can save changes to the Task End Date regardless of the Milestone Target date. The default value is false.

Note

If you enable this setting, we recommend you set the Alerts - Task dates - Milestone field in Project Task Gantt Preferences settings to true.

False

Restrict Edit - End Date - Project

When true,restricts you from saving changes to the Task Start Date when it is out-of-range of the Project Start and End dates. When false, you can save changes to the Task Start Date regardless of the Project Start and End dates. The default value is false.

Note

If you enable this setting, we recommend you set the Alerts - Task dates - Project field in Project Task Gantt Preferences settings to true.

False

Restrict Edit - PTA - Dates

When true, restricts you from saving changes to the Task End Date when it is out-of-range of the Project Task Assignment dates. When false, you can save changes to the Task End date regardless of the Project Task Assignment dates. The default value is false.

Note

If you enable this setting, we recommend you set the Alerts - Task dates - PTA dates dates field in Project Task Gantt Preferences settings to true.

False

Restrict Edit - PTA - Hours

When true, restricts you from saving changes to the Task End Date when it is out-of-range of the Project Task Assignment hours. When false, you can save changes to the Task End date regardless of the Project Task Assignment hours. The default value is false.

Note

If you enable this setting, we recommend you set the Alerts - Task hours - PTA hours field in Project Task Gantt Preferences settings to true.

False

Restrict Edit - Start Date - Project

When true, restricts you from saving changes to the Task Start Date when it is out-of-range of the Project Start and End dates. When false, you can save changes to the Task Start Date regardless of the Project Start and End dates. The default value is false.

Note

If you enable this setting, we recommend you set the Alerts - Task dates - Project field in Project Task Gantt Preferences settings to true.

False

Track Points History Disabled

Indicates whether changes to the Points Complete and Points Remaining fields on a Project Task are recorded. When selected, changes to Points Complete and Points Remaining fields are not tracked.

False