Project Configuration Group Options and Custom Settings

You can control PSA project behavior using configuration groups or custom settings.

Create Project Configuration Group

The following field sets enable your administrator to customize the Create Project page:

Key:
O – Obsolete.
E - Extended Create Project From Template edition only.

Field Key Description

Default Value
add assignment checkbox to create project resource request list   When a user creates a project from an opportunity or project template, indicates whether the Create Assignment column is displayed in the Resource Request Mappings section of the Create Project page. True
always copy resource requests from opportunity  

When true, if you are creating a project from an opportunity using Create Project, resource requests are copied from the opportunity. Resource requests are copied even if they are not visible, which is controlled by configuration option display resource requests.

Note: This option does not apply if you are using Create Project From Template from an opportunity.
 True
budget default use services attached from products   Indicates whether products or subscriptions attached to the Products field are used as the starting point for the default amount of the project budget instead of the Opportunity Amount. True
budget default using existing expense amounts   Indicates whether both expense amounts are subtracted from the Opportunity total to generate the Budget amount. True
budget name suffix   Suffix added to a budget name. -Budget
budget type picklist values   Values displayed in the Budget Type picklist in the Budget Details section of the Create Project page. Vendor Purchase Order Change Request, Customer Purchase Order, Customer Purchase Order Change Request, Work Order, Internal Budget, Internal Budget Change Request
copy project task assignments from template tasks   Indicates whether the project task assignment child objects of a project task are copied when creating a project from a template.  
copy record type from template   Indicates whether the record type is always copied from the project template when creating a project from a template.  
copy template project tasks default   Indicates whether the Copy Template Project Tasks and Task Dependencies checkbox in the Project tasks section of the on the Create Project from Template page is selected when the page loads. True
create budget default   Indicates whether the Create Budget checkbox on the create project pages is selected by default when the page loads.  
create budget from selected service product line items   Indicates whether a page is displayed to select the service product line items. When this option is selected, the sum of the items (if greater than zero) is used as the starting point for the budget instead of the Opportunity Amount. True
create project from template adjust exceptions default   Indicates whether the Adjust Schedule Exceptions checkbox on the Create Project page is selected by default when creating a project from a template. True
create project from template default records per page E Determines the default number of records in multiples of 5 to display per tab on the Create Project From Template page. Both the default and minimum value is 5. The maximum value is 25. 5
create project from template ignore holidays default   Indicates whether the Ignore Holidays checkbox on the Create Project page is selected by default when creating a project from a template. True
create project with no opp update permission  

Indicates whether a user without edit permission on opportunities can create a project from an opportunity by clicking one of the following, without updating the Primary Project field:

  • Create Project Lightning action on an opportunity record
  • Create Project or Create Project from Opportunity in the Project related list
 False
default budget name   Indicates whether a default budget name is displayed when users create projects from opportunities. Checked
default budget status   The default value displayed in the Budget Status field. Draft
default budget type   Default value displayed in the Budget Type field. Customer Purchase Order
default group from template   Indicates whether the Group field in the Create Project from Template page comes from the project template. When true, the value comes from the template. When false, the value comes from the opportunity or group that the page was opened from, otherwise it is not set. False
default is active   Indicates whether new projects are active by default. Checked
default is billable   Indicates whether new projects are billable by default. Checked
default practice from template   Indicates whether the Practice field in the Create Project from Template page comes from the project template. When true, the value comes from the template. When false, the value comes from the opportunity or practice that the page was opened from, otherwise it is not set. False
default project name   Indicates whether the Project Name field is populated with the default template name when creating a new project. Also applies to creating a new project from a template from accounts, opportunities, regions, practices, groups, project list views and from the immediate sub-projects related list on the project. In the classic edition of Create Project From Template, this setting is only applicable to creating a project from a template created from an opportunity. Checked
default project owner   Determines the default value in the Project Owner field when creating a project from an opportunity. When the value is incorrect or not set, Opportunity Owner is set as the default project owner. You can set this field to one of the following:
  • Opportunity Owner
  • Current User
  • Blank
 Opportunity Owner
default region from template   Indicates whether the Region field in the Create Project from Template page comes from the project template. When true, the value comes from the project template. When false, the value comes from the opportunity or region that the page was opened from, otherwise it is not set. False
default time credited   The default value for the Time Credited field. Unchecked
default time excluded   The default value for the Time Excluded field. Unchecked
display exclude from billing   Indicates whether the Exclude from Billing field is displayed when creating a project from a template. False
display resource requests  

When true, the Resource Requests section is displayed when creating a project from an opportunity using Create Project.

See also always copy resource requests from opportunity.

 True
is budget amount required   Indicates whether users must enter a value in the Amount field. We recommend you set this configuration to true as the corresponding field is required when you create a budget. True
is budget effective date required   Indicates whether users must select a date for the Effective Date field. We recommend you set this configuration to true as the corresponding field is required when you create a budget. True
is budget name required   Indicates whether users must enter a name in the Budget Name field. True
is budget prebilled amount required   Indicates whether users must enter a value in the Pre-Billed Amount field. False
is budget status required   Indicates whether users must enter a value in the Budget Status field. False
milestone list sort columns   Comma delimited list of API names of fields on which to sort the milestones listed on the Create Project from Template page. By default, sorts the milestones by the date on which they were created. CreatedDate
milestone list sort descending   Indicates whether the list of milestones on the Create Project from Template page is to be sorted in descending order. False
not subtract existing budgets   Indicates whether the amount calculated from the budgeted amount from the opportunity total or the selected products. No budget amount or expense amount is subtracted from it. To use this option, budget default use services attached from products and create budget from selected service product line items must be enabled.  
project name suffix   Suffix added to a project name. -Project
task list sort columns   Comma delimited list of API names of fields on which to sort the project tasks listed on the Create Project from Template page. By default, sorts the project tasks by the date on which they were created. CreatedDate
task list sort descending   Indicates whether the list of project tasks on the Create Project from Template page is to be sorted in descending order. False

Project Configuration Group

Use these settings in the Project configuration groupClosed A collection of configuration options contained in the configuration groups tab that defines behavior of a PSA object or feature. to control behavior on the Project page.

Field   Description

Default Value
create-project.opp-to-project-field-map   Specifies the mappings between Opportunity and Project fields when users create a project from an opportunity. You must format values as: <Opportunity field>=<Project field>. For example, Custom_Opp_Field__c=Custom_Proj_Field__c.
Note:

For this setting to take effect, add the mapped field(s) to the Create Project From Template Alt Copy Project Fields field set.

  
default-opportunity-owner-if-blank   Indicates whether the Opportunity Owner field is copied from the Opportunity when a user creates a new project. False
default-resource-cost-rate-constant-in-currency-of   Indicates whether the default resource cost rate is shown in the currency of the resource or the project.  

Create Project Personal Custom Setting

The Create Project Personal custom setting contains settings that are applied when creating a project from an opportunity or template, or when adding objects from another project.

Notes:

When a field is in both a hidden field set and a read only or editable field set, the field is usually visible. When a field is in both a read only field set and an editable field set, the field is usually editable.

The field labels were simplified in the Fall 2021 release to make it easier for you to identify the setting you want. The original field labels are also listed.

Key:
L - Used in the Create Project Lightning action, the Add From Template Lightning actions for relevant objects, and the associated APIs.
LRT - Used in the Add Resource Requests from Template Lightning action and associated API.
VP - Used in Visualforce Create Project.
VT - Used in Visualforce Create Project From Template.

Simplified Field Label

Original Field Label

Key

 Description

Field Sets

Default Value
Assignment Editable Template Proj Assignment Fieldset L, VP, VT 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. Assignment Field Sets CreateProjFromTemplateAssignmentColumns
Assignment Hidden Template Proj Alt Copy Assign Fieldset L, VP, VT 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. Assignment Field Sets CreateProjFromTempAltCopyAssignmentField
Assignment Read Only Not applicable L 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. Assignment Field Sets None
Budget Editable Opp and Template Proj Budget Fieldset VP, VT 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. Budget Field Sets CreateProjectFromOppAndTempBudgetColumns
Hide Resource Request Skills Not applicable LRT When selected, hides the skills in the Add Resource Requests from Template component and when creating a project using the PSA Actions: Project Creation component. Not applicable false
Milestone Editable Template Proj MS Fieldset L, VP, VT 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. Milestone Field Sets CreateProjFromTemplateMilestoneColumns
Milestone Hidden Template Proj Alt Copy MS Fieldset L, VP, VT 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. Milestone Field Sets CreateProjFromTempAltCopyMilestoneFields
Milestone Read Only Template Proj Columns MS Fieldset L

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.

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.

Note: The column order in your custom read-only field set overrides the order of the editable columns in the Milestone field set Create Project from Template Milestones Columns .
 Milestone Field Sets None
Milestone Opp Product (Opp) Editable Opportunity Product Milestone Fieldset VP 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. None None
Milestone Opp Product (Tmpl) Editable Opportunity Proj Milestone Fieldset L, VT 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. None None
Milestone Opp Product (Tmpl) Read Only Not applicable L 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. None None
Project Details Editable Opp and Template Proj Fieldset L, VP, VT 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. Project Field Sets createProjectFromOppAndTempProjColumns
Project Details Hidden Template Proj Alt Copy Project Fieldset L, VP, VT 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. Project Field Sets CreateProjFromTempAltCopyProjectFields
Project Location Editable Template Proj Location Fieldset L, VP, VT 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. Project Location Field Sets CreateProjFromTemplateLocationColumns
Project Location Hidden Template Proj Alt Copy Location Fieldset L, VP, VT 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. Project Location Field Sets CreateProjFromTempAltCopyProjLocFields
Project Location Read Only Not applicable L 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. Project Location Field Sets None
Project Methodology Editable Template Proj Meth Fieldset L, VP, VT 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. Project Methodology Field Sets CreateProjFromTemplateMethodologyColumns
Project Methodology Hidden Template Proj Alt Copy Meth Fieldset L, VP, VT 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. Project Methodology Field Sets CreateProjFromTempAltCopyProjMethFields
Project Methodology Read Only Not applicable L 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. Project Methodology Field Sets None
Project Phase Editable Template Proj Phase Fieldset L, VP, VT 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. Project Phase Field Sets CreateProjFromTemplatePhaseColumns
Project Phase Hidden Template Proj Alt Copy Phase Fieldset L, VP, VT 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. Project Phase Field Sets CreateProjFromTempAltCopyProjPhaseFields
Project Phase Read Only Not applicable L 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. Project Phase Field Sets None
Project Task Editable Template Proj Task Fieldset L, VP, VT

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.

Note:

When using the PSA - Project Creation Lightning component or Create Project Lightning action, the fields are not visible or editable but are still copied into the new project.

 Project Task Field Sets and Project Task Assignment Field Sets CreateProjFromTemplateTasksColumns
Project Task Hidden Template Proj Alt Copy Task Fieldset L, VP, VT 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. Project Task Field Sets and Project Task Assignment Field Sets CreateProjFromTempAltCopyProjTaskFields
Project Task Assignment Hidden Template Proj Copy PTA Fieldset L, VP, VT 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. Field Sets on the Project Task Assignment Object CreateProjectFromTemplateCopyPTAFields
Resource Request from Opp Read Only Opp RR Fieldset VP, VT 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. Resource Request Field Sets CreateProjectOpportunityRRColumns
Resource Request from Template Editable Template Proj RR Fieldset L, VP, VT 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. Resource Request Field Sets CreateProjectFromTemplateRRColumns
Resource Request from Template Hidden Template Proj Alt Copy RR Fieldset L, VP, VT 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. Resource Request Field Sets CreateProjFromTempAltCopyProjRRFields
Resource Request from Template Read Only Template Proj Columns RR Fieldset L

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.

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.

The Owner field is also unsupported.
Note: The column order in your custom read-only field set overrides the order of the editable columns in the Resource Request field set Create Project From Template Resource Request Columns.
 Resource Request Field Sets None
Resource Skill Request Hidden Resource Skill Request Fieldset LRT 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. None None
Risk Editable Template Proj Risk Fieldset L, VP, VT 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. None None
Risk Hidden Template Proj Alt Copy Risk Fieldset L, VP, VT 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. None None
Risk Read Only Not applicable L 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. None None

ASM Triggers for Projects

Use these settings in the ASM TriggersClosed Automated Services Manager Triggers. ASM triggers execute certain behavior in PSA. ASM triggers are controlled by the fields in the Triggers custom setting and the configuration options in the ASM configuration group. configuration groupClosed A collection of configuration options contained in the configuration groups tab that defines behavior of a PSA object or feature. to control automatic population of the Approver field of a selected business record.

Field Description
AssignProjectManagerToBudgetApprover Indicates whether the budget approver is automatically set to the project manager.
AssignProjectManagerToExpenseReportApprover Indicates whether the expense report approver is automatically set to the project manager.
AssignProjectManagerToMilestoneApprover Indicates whether the milestone approver is automatically set to the project manager.
AssignProjectManagerToMiscellaneousAdjustmentApprover Indicates whether the miscellaneous adjustments approver is automatically set to the project manager.
AssignProjectManagerToTimecardApprover Indicates whether the timecard approver is automatically set to the project manager.