Project Task Assignment Fields

Professional Services Cloud

Here is a description of the fields on a project task assignment (PTA) Closed .

Key:
& – At least one of these fields is required in order to save the record.
R – Read-only.
AP – Automatically Populates, do not edit manually.

Field	Key	Description
Assignment	AP	Lookup to the assignment on the associated resource request.
External Resource	& AP	Name of a resource external to PSA who is to be assigned to the project task. Note: If it contains a value, this field automatically clears when you come to assign a resource to a task-driven resource request. The auto-update-pta-with-assigned-resource setting must be set to true. For more information, see Creating Resource Requests from Project Tasks.
Hours	AP	The number of scheduled hours from one of the following sources: The related assignment. The related resource's preferred schedule or their requested number of hours.
Project	R	Lookup to the project on the parent project task.
Project Task	R	Project task to which the assignment relates.
Project Task Assignment Number	R	Record ID of the project task assignment.
Project Task Start/End Date	R	The start and end date for the project task.
Resource	& AP	Name of the internal resource who is to be assigned to the project task. Note: This field automatically populates with a value when you come to assign a resource to a task-driven resource request. The auto-update-pta-with-assigned-resource setting must be set to true. For more information, see Creating Resource Requests from Project Tasks.
Resource Role	&	The role of the internal or external resource who is to be assigned to the project task.