Project Field Sets

Here are the field sets contained within the Project object.

Name Description Used on Page Default Fields
Assign Multiple Projects to Resource Search Columns Allows you to define the columns that appear on the "Select Projects" table on the Mass Assign Projects to Resource page. Mass Assign Projects to Resource

End Date

Group

Practice

Region

Start Date

Assign Resource Project Information Section Field Set Defines the read only fields visible on the "Project Information" section of the Assign Resource to Project page. Assign Resource to Project

End Date

Location

Owner

Project Name

Start Date

Create Project From Opp And Template Project Columns When creating a new project from a template, from either an opportunity or project, this defines the editable fields that appear in the new project's Details tab. Create Project From Opportunity and Create Project From Template

Account

Action: Update Current Time Period

Active

Billable

Currency ISO Code

End Date

Exclude From Billing

Group

Opportunity

Opportunity

Owner ID

Owner

Planned Hours

Practice

Project Manager

Project Name

Region

Start Date

Time Credited

Time Excluded

Create Project From Template Alt Copy Project Fields Allows you to define additional fields on the Project object to copy from the project template to the new project. These fields do not display on the Create Project From Template Visualforce page but are combined with those on the Visualforce page to provide a super-set of fields which are copied. N/A None. You can add additional fields that exist on the Project object.
Project Detail Fields on RR From Template Field Set When creating resource requests from a template on a project detail page (by clicking Add Resource Requests From Template on the Resource Requests related list), define the fields that appear on the "Project Details" section of the Add Resource Requests page. Add Resource Requests (OppAddRes
ReqFromTemplate Visualforce page)

Account

Group

Name

Practice

Region

Project Fields For Rate Card Set When viewing or updating a rate card set, this field set determines the columns used in the list of projects using the rate card set. Rate Card Set and Update Rate Card Set

Billed

End Date

Project Name

Start Date

Project Information Fields On RR from PTA When generating resource requests from project tasks, allows you to define the fields that appear on the "Project Information" section of the Generate Resource Requests from Project Task Assignments page. Generate Resource Requests from Project Task Assignments

Account

Group

Practice

Project Name

Region

Project Planner Columns Defines any additional columns that you want to show on the project list of the new Project Planner.
Note:

You can control whether this field set is visible on the new Project Planner using the Columns Field Set setting. For more information, see Resource and Project Planners Settings and Preferences.

Project Planner Billable
Project Planner Enabled Filters Determines the available standard fields to display as filters for all users in the Project Planner. Project Planner

Account

Active

Billable

Billing Type

Group

Location

Planned Hours

Practice

Project Manager

Project Name

Project Status

Project Type

Region

Stage

Select Project Template Field Set When creating a project from a template on either the Opportunities or Projects tab, defines the columns that appear on the "Project Templates" section of the Select Project Template page. Select Project Template

Account

Group

Name

Planned Hours

Practice

Region

Tooltip Fields for Project Planner Defines tooltip fields that display when users hover over a project. This field set must be referenced by the Project Tooltip Field Set setting. Project Planner