PSA Data Dictionary

Create_Project_Personal__c

Label: Create Project Personal

Settings related to creating a project from an opportunity or template. Predominately, these settings affect the Create Project and Create Project from Template UI screens that combine information from multiple objects.

Field NameField LabelCreated in VersionDescriptionTypeDefault Value
Opp_Product_Milestone_Fieldset__c Opportunity Product Milestone Fieldset Fall 2020 The API name of a field set used by the Milestone object. Fields in this set define the columns in the Milestone from Opportunity Products section on the Create Project page. By default, there is no custom field set.

Text(100)
Opp_Proj_Milestone_Fieldset__c Opportunity Proj Milestone Fieldset Spring 2020 The API name of a field set used by the Milestone object. Fields in this set define the columns in the Milestone from Opportunity Products on the Create Project from Template page. By default, there is no custom field set.

Text(100)
Opp_RR_Fieldset__c Opp RR Fieldset Pre-Spring 2018 The API name of a field set used by the Resource Request object. Fields in this set define the columns in Resource Request Mappings from Opportunity on the Create Project from Template page. The default value is CreateProjectOpportunityRRColumns.

Text(100) 'CreateProjectOpportunityRRColumns'
Opp_and_Template_Proj_Budget_Fieldset__c Opp and Template Proj Budget Fieldset Pre-Spring 2018 The API name of a field set used by the Budget object. Fields in this set define the editable fields in the Budget Details section of the Create Project from Template and Create Project from Opportunity pages. The default value is CreateProjectFromOppAndTempBudgetColumns.

Text(100) 'CreateProjectFromOppAndTempBudgetColumns'
Opp_and_Template_Proj_Fieldset__c Opp and Template Proj Fieldset Pre-Spring 2018 The API name of a field set used by the Project object. Fields in this set define the editable fields in the Project Details section of the Create Project from Template and Create Project from Opportunity pages. The default value is createProjectFromOppAndTempProjColumns.

Text(100) 'createProjectFromOppAndTempProjColumns'
Resource_Skill_Request_Fieldset__c Resource Skill Request Fieldset Spring 2021 The API name of the Resource Skill Request object field set that defines the fields that are copied when adding resource requests from a template.

Text(100)
Template_Proj_Alt_Copy_Assign_Fieldset__c Template Proj Alt Copy Assign Fieldset Pre-Spring 2018 The API name of a field set used by the Assignment object. Fields in this set define the assignment fields (if associated assignments exist) to copy from the template to the new project. These fields are not shown on the Create Project from Template page. The default value is CreateProjFromTempAltCopyAssignmentField.

Text(100) 'CreateProjFromTempAltCopyAssignmentField'
Template_Proj_Alt_Copy_Location_Fieldset__c Template Proj Alt Copy Location Fieldset Pre-Spring 2018 The API name of a field set used by the Project Location object. Fields in this set define the project location fields (if associated locations exist) to copy from template to new project. These fields are not shown on the Create Project from Template page. The default value is CreateProjFromTempAltCopyProjLocFields.

Text(100) 'CreateProjFromTempAltCopyProjLocFields'
Template_Proj_Alt_Copy_MS_Fieldset__c Template Proj Alt Copy MS Fieldset Pre-Spring 2018 The API name of a field set used by the Milestone object. Fields in this set define the milestone fields (if associated milestones exist) to copy from the template to the new project. These fields are not shown on the Create Project from Template page. The default value is CreateProjFromTempAltCopyMilestoneFields.

Text(100) 'CreateProjFromTempAltCopyMilestoneFields'
Template_Proj_Alt_Copy_Meth_Fieldset__c Template Proj Alt Copy Meth Fieldset Pre-Spring 2018 The API name of a field set used by the Methodology object. Fields in this set define the methodology fields (if associated methodologies exist) to copy from the template to the new project. These fields are not shown on the Create Project from Template page. The default value is CreateProjFromTempAltCopyProjMethFields.

Text(100) 'CreateProjFromTempAltCopyProjMethFields'
Template_Proj_Alt_Copy_Phase_Fieldset__c Template Proj Alt Copy Phase Fieldset Pre-Spring 2018 The API name of a field set used by the Project Phase object. Fields in this set define the project phase fields (if associated project phases exist) to copy from template to new project. These fields are not shown on the Create Project from Template page. The default value is CreateProjFromTempAltCopyProjPhaseFields.

Text(100) 'CreateProjFromTempAltCopyProjPhaseFields'
Template_Proj_Alt_Copy_Project_Fieldset__c Template Proj Alt Copy Project Fieldset Pre-Spring 2018 The API name of a field set used by the Project object. Fields in this field set define additional project fields to copy from the template to the new project. These fields are not shown on the Create Project from Template page. The default value is CreateProjFromTempAltCopyProjectFields.

Text(100) 'CreateProjFromTempAltCopyProjectFields'
Template_Proj_Alt_Copy_RR_Fieldset__c Template Proj Alt Copy RR Fieldset Pre-Spring 2018 The API name of a field set used by the Resource Request object. Fields in this set define the resource request fields (if associated requests exist) to copy from template to new project. These fields are not shown on the Create Project from Template page. The default value is CreateProjFromTempAltCopyProjRRFields.

Text(100) 'CreateProjFromTempAltCopyProjRRFields'
Template_Proj_Alt_Copy_Risk_Fieldset__c Template Proj Alt Copy Risk Fieldset Spring 2020 The API name of a field set used by the Risk object. Fields in this set define the Risk fields (if associated risks exist) to copy from the template to a new project. These fields are not shown on the Create Project from Template page. By default, there is no custom field set defined.

Text(100)
Template_Proj_Alt_Copy_Task_Fieldset__c Template Proj Alt Copy Task Fieldset Pre-Spring 2018 The API name of a field set used by the Project Task object. Fields in this set define the project task fields (if associated tasks exist) to copy from the template to the new project. These fields are not shown on the Create Project from Template page. The default value is CreateProjFromTempAltCopyProjTaskFields.

Text(100) 'CreateProjFromTempAltCopyProjTaskFields'
Template_Proj_Assignment_Fieldset__c Template Proj Assignment Fieldset Pre-Spring 2018 The API name of a field set used by the Assignment object. Fields in this field set define the editable fields in the Assignments section of the Create Project from Template page. The default value is CreateProjFromTemplateAssignmentColumns.

Text(100) 'CreateProjFromTemplateAssignmentColumns'
Template_Proj_Columns_MS_Fieldset__c Template Proj Columns MS Fieldset Spring 2021 The API name of a Milestone object field set that defines the read-only fields shown in the Add Milestones from Template window.

Text(100)
Template_Proj_Columns_RR_Fieldset__c Template Proj Columns RR Fieldset Spring 2021 The API name of a Resource Request object field set that defines the read-only fields shown in the Add Resource Requests from Template window.

Text(100)
Template_Proj_Copy_PTA_Fieldset__c Template Proj Copy PTA Fieldset Pre-Spring 2018 The API name of a field set used by the Project Task Assignment object. Fields in this set define additional project task assignment fields to copy from the template to the new project. These fields are not shown on the Create Project from Template page. The default value is CreateProjectFromTemplateCopyPTAFields.

Text(100) 'CreateProjectFromTemplateCopyPTAFields'
Template_Proj_Location_Fieldset__c Template Proj Location Fieldset Pre-Spring 2018 The API name of a field set used by the Project Location object. Fields in this field set define the editable fields in the Project Locations section of the Create Project from Template page. The default value is CreateProjFromTemplateLocationColumns.

Text(100) 'CreateProjFromTemplateLocationColumns'
Template_Proj_MS_Fieldset__c Template Proj MS Fieldset Pre-Spring 2018 The API name of a field set used by the Milestone object. Fields in this field set define the editable fields in the Milestones section of the Create Project from Template page. The default value is CreateProjFromTemplateMilestoneColumns.

Text(100) 'CreateProjFromTemplateMilestoneColumns'
Template_Proj_Meth_Fieldset__c Template Proj Meth Fieldset Pre-Spring 2018 The API name of a field set used by the Methodology object. Fields in this field set define the editable fields in the Methodologies section of the Create Project from Template page. The default value is CreateProjFromTemplateMethodologyColumns.

Text(100) 'CreateProjFromTemplateMethodologyColumns'
Template_Proj_Phase_Fieldset__c Template Proj Phase Fieldset Pre-Spring 2018 The API name of a field set used by the Project Phase object. Fields in this field set define editable fields in the Project Phases section of the Create Project from Template page. The default value is CreateProjFromTemplatePhaseColumns.

Text(100) 'CreateProjFromTemplatePhaseColumns'
Template_Proj_RR_Fieldset__c Template Proj RR Fieldset Pre-Spring 2018 The API name of the Resource Request object field set that defines the editable columns in the Create Project from Template page or Add Resource Requests from Template window.

Text(100) 'CreateProjectFromTemplateRRColumns'
Template_Proj_Risk_Fieldset__c Template Proj Risk Fieldset Spring 2020 The API name of a field set used by the Risk object. Fields in this set define the columns in the Risk Mappings from Template on the Create Project from Template page. By default, there is no custom field set.

Text(100)
Template_Proj_Task_Fieldset__c Template Proj Task Fieldset Pre-Spring 2018 The API name of a field set used by the Project Task object. Fields in this field set define the editable fields in the Project Tasks section of the Create Project from Template page. The default value is CreateProjFromTemplateTasksColumns.

Text(100) 'CreateProjFromTemplateTasksColumns'


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