Professional Services Automation Data Dictionary

Create_Project_Personal__c

Label: Create Project Personal

Contains settings that are applied when creating a project from an opportunity or template, or when adding objects from another project.

Field NameField LabelCreated in VersionDescriptionTypeDefault Value
Hide_Resource_Request_Skills__c Hide Resource Request Skills Spring 2022 When selected, hides skills in the Add Resource Requests from Template component.

Checkbox false
Opp_Product_Milestone_Fieldset__c Milestone Opp Product (Opp) Editable Fall 2020 The API name of a field set used by the Milestone object. This field set defines the milestone from opportunity product columns that are editable during creation of a project from an opportunity when not using a template. No default field set is defined.

Text(100)
Opp_Proj_Milestone_Columns_Fieldset__c Milestone Opp Product (Tmpl) Read Only Spring 2022 The API name of a custom field set used by the Milestone object. This field set defines the milestone from opportunity product columns that are read only during creation of a project from an opportunity using a template. No default field set is defined.

Text(100)
Opp_Proj_Milestone_Fieldset__c Milestone Opp Product (Tmpl) Editable Spring 2020 The API name of a custom field set used by the Milestone object. This field set defines the milestone from opportunity product columns that are editable during creation of a project from an opportunity using a template. No default field set is defined.

Text(100)
Opp_RR_Fieldset__c Resource Request from Opp Read Only Pre-Spring 2018 The API name of a field set used by the Resource Request object. This field set defines the resource requests from opportunity columns displayed when creating a project from an opportunity.

Text(100) 'CreateProjectOpportunityRRColumns'
Opp_and_Template_Proj_Budget_Fieldset__c Budget Editable Pre-Spring 2018 The API name of a field set used by the Budget object. This field set defines the budget fields that are editable during creation of a project, including when creating a project from an opportunity or from a template.

Text(100) 'CreateProjectFromOppAndTempBudgetColumns'
Opp_and_Template_Proj_Fieldset__c Project Details Editable Pre-Spring 2018 The API name of a field set used by the Project object. This field set defines the project fields that are editable when project details are displayed during creation of a project, including when creating a project from an opportunity or from a template.

Text(100) 'createProjectFromOppAndTempProjColumns'
Resource_Skill_Request_Fieldset__c Resource Skill Request Hidden Spring 2021 The API name of a field set used by the Resource Skill Request object. This field set defines the additional fields that are copied when adding resource requests from a template. No default field set is defined.

Text(100)
Template_Proj_Alt_Copy_Assign_Fieldset__c Assignment Hidden Pre-Spring 2018 The API name of a field set used by the Assignment object. This field set defines the assignment fields (if associated assignments exist) to copy from a template to a new project. These fields are not displayed during creation of the project.

Text(100) 'CreateProjFromTempAltCopyAssignmentField'
Template_Proj_Alt_Copy_Location_Fieldset__c Project Location Hidden Pre-Spring 2018 The API name of a field set used by the Project Location object. This field set defines the project location fields (if associated locations exist) to copy from a template to a new project. These fields are not displayed during creation of the project.

Text(100) 'CreateProjFromTempAltCopyProjLocFields'
Template_Proj_Alt_Copy_MS_Fieldset__c Milestone Hidden Pre-Spring 2018 The API name of a field set used by the Milestone object. This field set defines the milestone fields (if associated milestones exist) to copy from a template to a new project. These fields are not displayed during creation of the project.

Text(100) 'CreateProjFromTempAltCopyMilestoneFields'
Template_Proj_Alt_Copy_Meth_Fieldset__c Project Methodology Hidden Pre-Spring 2018 The API name of a field set used by the Project Methodology object. This field set defines the methodology fields (if associated methodologies exist) to copy from a template to a new project. These fields are not displayed during creation of the project.

Text(100) 'CreateProjFromTempAltCopyProjMethFields'
Template_Proj_Alt_Copy_Phase_Fieldset__c Project Phase Hidden Pre-Spring 2018 The API name of a field set used by the Project Phase object. This field set defines the project phase fields (if associated project phases exist) to copy from a template to a new project. These fields are not displayed during creation of the project.

Text(100) 'CreateProjFromTempAltCopyProjPhaseFields'
Template_Proj_Alt_Copy_Project_Fieldset__c Project Details Hidden Pre-Spring 2018 The API name of a field set used by the Project object. This field set defines additional project fields to copy from a template to a new project. These fields are not displayed during creation of the project.

Text(100) 'CreateProjFromTempAltCopyProjectFields'
Template_Proj_Alt_Copy_RR_Fieldset__c Resource Request from Template Hidden Pre-Spring 2018 The API name of a field set used by the Resource Request object. This set defines the resource request fields (if associated resource requests exist) to copy from a template to a new project. These fields are not displayed during creation of the project.

Text(100) 'CreateProjFromTempAltCopyProjRRFields'
Template_Proj_Alt_Copy_Risk_Fieldset__c Risk Hidden Spring 2020 The API name of a field set used by the Risk object. This set defines the risk fields (if associated risks exist) to copy from a template to a new project. These fields are not displayed during creation of the project. No default field set is defined.

Text(100)
Template_Proj_Alt_Copy_Task_Fieldset__c Project Task Hidden Pre-Spring 2018 The API name of a field set used by the Project Task object. This set defines the project task fields (if associated tasks exist) to copy from a template to a new project. These fields are not displayed during creation of the project.

Text(100) 'CreateProjFromTempAltCopyProjTaskFields'
Template_Proj_Assignment_Fieldset__c Assignment Editable Pre-Spring 2018 The API name of a field set used by the Assignment object. This field set defines the assignment fields that are editable when creating a project from a template.

Text(100) 'CreateProjFromTemplateAssignmentColumns'
Template_Proj_Columns_Assign_Fieldset__c Assignment Read Only Spring 2022 The API name of a field set used by the Assignment object. This field set defines the read only columns displayed during creation of a project when adding assignments from a template.

Text(100)
Template_Proj_Columns_Location_Fieldset__c Project Location Read Only Spring 2022 The API name of a field set used by the Project Location object. This field set defines the read only columns displayed during creation of a project when adding project locations from a template.

Text(100)
Template_Proj_Columns_MS_Fieldset__c Milestone Read Only Spring 2021 The API name of a field set used by the Milestone object. This field set defines the read only columns displayed during creation of a project when adding milestones from a template.

Text(100)
Template_Proj_Columns_Meth_Fieldset__c Project Methodology Read Only Spring 2022 The API name of a field set used by the Project Methodology object. This field set defines the read only columns displayed during creation of a project when adding project methodologies from a template.

Text(100)
Template_Proj_Columns_Phase_Fieldset__c Project Phase Read Only Spring 2022 The API name of a field set used by the Project Phase object. This field set defines the read only columns displayed during creation of a project when adding project phases from a template.

Text(100)
Template_Proj_Columns_RR_Fieldset__c Resource Request from Template Read Only Spring 2021 The API name of a field set used by the Resource Request object. This field set defines the read only columns displayed during creation of a project when adding resource requests from a template.

Text(100)
Template_Proj_Columns_Risk_Fieldset__c Risk Read Only Spring 2022 The API name of a field set used by the Risk object. This field set defines the read only columns displayed during creation of a project when adding risks from a template.

Text(100)
Template_Proj_Copy_PTA_Fieldset__c Project Task Assignment Hidden Pre-Spring 2018 The API name of a field set used by the Project Task Assignment object. This field set defines additional project task assignment fields to copy from a template to a new project. These fields are not displayed during project creation.

Text(100) 'CreateProjectFromTemplateCopyPTAFields'
Template_Proj_Location_Fieldset__c Project Location Editable Pre-Spring 2018 The API name of a field set used by the Project Location object. This field set defines the project location fields that are editable when creating a project from a template.

Text(100) 'CreateProjFromTemplateLocationColumns'
Template_Proj_MS_Fieldset__c Milestone Editable Pre-Spring 2018 The API name of a field set used by the Milestone object. This field set defines the milestone fields that are editable when creating a project from a template.

Text(100) 'CreateProjFromTemplateMilestoneColumns'
Template_Proj_Meth_Fieldset__c Project Methodology Editable Pre-Spring 2018 The API name of a field set used by the Project Methodology object. This field set defines the methodology fields that are editable when creating a project from a template.

Text(100) 'CreateProjFromTemplateMethodologyColumns'
Template_Proj_Phase_Fieldset__c Project Phase Editable Pre-Spring 2018 The API name of a field set used by the Project Phase object. This field set defines the project phase fields that are editable when creating a project from a template.

Text(100) 'CreateProjFromTemplatePhaseColumns'
Template_Proj_RR_Fieldset__c Resource Request from Template Editable Pre-Spring 2018 The API name of a field set used by the Resource Request object. This field set defines the editable columns displayed during project creation when creating a project from a template or adding resource requests from a template.

Text(100) 'CreateProjectFromTemplateRRColumns'
Template_Proj_Risk_Fieldset__c Risk Editable Spring 2020 The API name of a field set used by the Risk object. This field set defines the risk mapping columns displayed during project creation when copying risk mappings from a template. No default field set is defined.

Text(100)
Template_Proj_Task_Fieldset__c Project Task Editable Pre-Spring 2018 The API name of a field set used by the Project Task object. This field set defines the project task fields that are editable when creating a project from a template.

Text(100) 'CreateProjFromTemplateTasksColumns'


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