PSA Data Dictionary

Create Project

Config Key: asm.base.create-project

Settings related to creating a project from an opportunity. Predominately, these settings effect the create project UI screens that combine information from multiple objects

Option NameTypeDescriptionDefault Value
add-assignment-checkbox-to-create-project-rr-list Boolean When a user creates a project from an opportunity or project template, indicates whether Create Assignment is displayed on the Resource Request Mappings section of the Create Project page. The default value is true. true
always-copy-resource-requests-from-opportunity Text When true, all resource requests are copied from an opportunity when creating a project from the opportunity, if using Create Project but not Create Project From Template. See also the configuration option display-resource-requests. TRUE
budget-default-use-services-attached-from-products Boolean If true, this uses the Services Attached From Products field (if greater than 0) on Opportunity instead of Opportunity Amount as a starting point for the default amount of the new Budget. TRUE
budget-default-using-existing-expense-amounts Boolean If true, this ensures that the default Budget amount subtracts both Expense Amounts along with Budget Amounts from the Opportunity total to arrive at the default amount for the new Budget. TRUE
budget-name-suffix Text Suffix for the budget name -Budget
budget-type-picklist-values Picklist Default values for budget picklist Vendor Purchase Order Change Request
Customer Purchase Order Change Request
Work Order
Internal Budget
Internal Budget Change Request
Customer Purchase Order
copy-project-task-assignments-from-template-tasks Boolean If true, Project Task assignment child object(s) on project task will be copied on creating project from project template. Default config value will be true. true
copy-template-project-tasks-default Boolean When true, the Copy Template Project Tasks and Task Dependencies checkbox on the Create Project from Template page is selected when the page loads. The default value is true true
create-budget-default Boolean When true, the Create Budget checkbox on the Create Project from Template page is selected when the page loads. The default value is true. true
create-budget-from-selected-service-product-line-items Boolean If true, display a page for selection of the service product line items and use sum of these (if greater than 0) instead of Opportunity Amount as a starting point for the default amount of the new Budget. TRUE
create-project-from-template-adjust-exceptions-default Boolean Indicates whether the Adjust Schedule Exceptions checkbox on the Create Project page is selected by default when creating a project from a template. The default value is true. true
create-project-from-template-default-records-per-page Picklist Determines the number of records to display per tab on the Create Project From Template page. The default value is 5. 5
create-project-from-template-ignore-holidays-default Boolean When true and creating an assignment from a template project, the Ignore Holidays checkbox is selected by default. The default value is true. true
create-project-with-no-opp-update-permission Boolean Indicates whether a user who has no edit permission on opportunities can create a project from an opportunity by clicking Create Project or Create Project from Opportunity in the Project related list without updating the Primary Project field. true
default-budget-name Boolean Allow default budget name or not. If true default budget name will be shown on ui else if false budget name will be shown as blank on ui. TRUE
default-budget-status Text Default value for budget status Approved
default-budget-type Text Default value for budget type Customer Purchase Order
default-group-from-template Boolean Indicates whether the Group in the Create Project from Template page comes from the template. If true, the value is from the template. When false, the value is from the opportunity or group that the page was opened from, otherwise it is not set. false
default-is-active Text Indicates whether new projects are active by default. TRUE
default-is-billable Text Default value for this field when creating a new project from a template project. TRUE
default-practice-from-template Boolean Indicates whether the Practice in the Create Project from Template page comes from the template. If true, the value is from the template. When false, the value is from the opportunity or practice that the page was opened from, otherwise it is not set. false
default-project-name Boolean Allow default project name or not. If true default project name shown on ui else if false project name will be shown as blank on ui. true
default-project-owner Text Determines the default value in the Project Owner field when creating a project from an opportunity. When the value is incorrect or not set, Current User is set as the default project owner. Values are Opportunity Owner, Current User and Blank. Current User
default-region-from-template Boolean Indicates whether the Region in the Create Project from Template page comes from the template. If true, the value is from the template. When false, the value is from the opportunity or region that the page was opened from, otherwise it is not set. false
default-time-credited Text Default value for this field when creating a new project from a template project. false
default-time-excluded Text Default value for this field when creating a new project from a template project. false
display-resource-requests Text When true, the Resource Requests section is displayed when creating a project from an opportunity using Create Project. See also the configuration option always-copy-resource-requests-from-opportunity. true
is-budget-amount-required Text If true, this field is required on the create project UI screen TRUE
is-budget-effective-date-required Text If true, this field is required on the create project UI screen TRUE
is-budget-name-required Text If true, this field is required on the create project UI screen TRUE
is-budget-prebilled-amount-required Text If true, this field is required on the create project UI screen false
is-budget-status-required Text If true, this field is required on the create project UI screen false
milestone-list-sort-columns Text Comma delimited list of API names of fields on which to sort the milestones listed on the Create Project from Template page. The default value is CreatedDate, which sorts the milestones by the date on which they were created. createddate
milestone-list-sort-descending Boolean Indicates whether the list of milestones on the Create Project from Template page is to be sorted in descending order. The default value is false. false
not-subtract-existing-budgets Boolean If this config is set to true then just the amount (calculated budget amount) is used, whether from Opportunity total or from selected Opportunity Products. No Budget amount or expense amount is subtracted from it. false
project-name-suffix Text Suffix for the project name -Project
task-list-sort-columns Text Comma delimited list of API names of fields on which to sort the project tasks listed on the Create Project from Template page. The default value is CreatedDate, which sorts the project tasks by the date on which they were created. createddate
task-list-sort-descending Boolean Indicates whether the list of project tasks on the Create Project from Template page is to be sorted in descending order. The default value is false. false