Linking Project Phases to Assignments

You can link one or more assignments to a project phases. You can also unlink assignments from a project phase.

Linking Assignments

To use the PSA Link Project Phase To Assignments Lightning component, you must add it to your Project Phase Lightning record page. For information, see "Lightning App Builder" in the Salesforce Help.

Note:

The columns displayed for the list of linked records in the PSA Link Project Phase To Assignments Lightning component and the lookups where you select records to link are not configurable. Record names are displayed in alphabetically ascending order.

For the permissions you require to access and use the PSA Link Project Phase To Assignments Lightning component, see Project Phase Lightning Record Page Linking Permissions.

To link one or more assignments to a project phase:

  1. Display the project phase record page you want to link assignments to.
  2. Navigate to the Assignments Linked to Project Phase section. If you are using our default page layout, this section is on the Linked Assignments tab.
  3. Click Link Assignments on the Assignments Linked to Project Phase section. A list of available assignments not yet linked to the project phase are displayed in the Link Assignments window.
  4. In the Link Assignments window, select the checkboxes of the assignments that you want to link to the project phase.
  5. Click Save. A confirmation message confirms that the linking was successful.

Unlinking Assignments

To unlink one or more assignments from a project phase:

  1. Display the project phase record page you want to unlink assignments from.
  2. Navigate to the Assignments Linked to Project Phase section. If you are using our default page layout, this section is on the Linked Assignments tab.
  3. On the Assignments Linked to Project Phase section, select the assignments you want to unlink.
  4. Click Unlink Assignments. A confirmation message confirms that the unlinking was successful.

Linking Assignments Using the Link Phase to Assignments Page

To link a project phase with assignments on the Link Phase to Assignments page:

  1. Do one of the following:
    • Click Link to Assignments on the Project Phase Detail page of the project phase to which you want to link to assignments.
    • Click New Phase Assignment in the Assignment Project Phases related list of the Project Phase Detail page.
  2. Select the checkbox of the assignments that you want to associate with the project phase.
  3. If you want to remove an association with an assignment, clear the checkbox of that assignment.
  4. Click Done.
  5. If there are unsaved changes, a confirmation popup appears. To save your changes and return to the Project Phase Detail page, click Save and Continue. To discard your changes and return to the Project Phase Detail page, click Continue without Saving.