Managing the Custom Columns, Groupings, and Custom Mappings Used When Creating Assignments from Project Tasks (Lightning)

You can reference field sets in the Task-Based Resourcing custom setting to control the columns in the Create Assignments from Project Tasks Lightning window. For more information, see Task-Based Resourcing Settings and Creating Assignments from Project Tasks.

To create a field set that contains the fields that you want to use:

  1. From Setup, open Object Manager, and then open the Project Task Assignment object.
  2. Select Field Sets, and then click New.
  3. Enter the details, and then click Save.
  4. Add the relevant fields to the list, and then click Save.

To add the name of this field set to the custom setting:

  1. From Setup, click Custom Code | Custom Settings and open the Task-Based Resourcing custom setting.
  2. Click Edit for the relevant field:
    • Assignment Groupings: Defines the field set containing the list of fields for grouping project task assignments and assignments that users can select when they click Grouping Criteria for generating assignments:
      • If you do not add a field set, the default options of Resource, Resource Role, and Milestone are displayed.
      • If you add an empty field set, the default options of Resource, Resource Role, and Milestone are displayed.
    • Assignment Columns: Defines the field set used to display custom read-only columns.
    • Assignment Editable Columns: Defines the field set used to display custom editable columns. The Assignment Name field is displayed as editable by default.
    Notes: The following field types are unsupported in the read-only and editable fields sets. Unsupported field types are: ID, Geolocation, Text (Encrypted), Time, Formulas, Auto Number, Roll-Up, Picklist (Multi-Select), and Summary. Text Area field types are supported but do not support line breaks.

    Users cannot edit the Resource Role, Resource, and Milestone fields, even if you add them to an editable field set.
  3. In the field, add the API name of the field set that you created.
  4. Click Save.

For information about how to maintain field sets, see the Salesforce Help.

Grouping Criteria and Field Sets

The Resource Role, Resource, and Milestone fields on the assignment record are mapped from the default Resource Role, Resource, and Milestone fields on project task assignments:

  • If you are using the above fields to group assignments, they are shown in read-only columns in the table, even if they are in the editable field set.
    Note: Resource Role and Resource are mandatory fields and cannot be removed from the grouping criteria list.
  • If the Milestone field is not in the editable field set and users remove it from the grouping criteria list then the corresponding Milestone column is removed from the table.
  • If the Milestone field is in the editable field set and users remove it from the grouping criteria list then the corresponding Milestone column in the table is editable.

Creating Custom Mappings from Project Task Assignment Fields to Assignment Fields

Click Task-Based Resourcing Mappings in the PSA Custom Mappings section of the PSA Administration page to map additional project task assignment fields to assignment fields.

If a field used in the grouping criteria list has a custom mapping, read-only columns for the corresponding assignment fields are shown in the table.

For information on how to configure custom mappings, see PSA Administration.