Create Project

As a system administrator, you must update your organization's Salesforce user profiles to allow access for users who create projects. Users must have the permissions described in this section to be able to create a projectClosed A collection of activities and related items to be managed over a defined time range, such as timecards, expenses, milestones and budgets.. The basic custom object permissions are Read, Create, Edit and Delete.

Creating a Project from an Opportunity

To allow a user to create a project from an opportunity, grant these permissions on their user profile.

Object Permissions

Object / Field R C E
Project

 

  
Opportunity    
Budget  
Resource Request  
Opportunity Line Item / Product    
PriceBookEntry    
Product    

Project Fields

Grant read and create access to the Project object and write access to these project fields:

  • Name
  • Action Update Current Time Period
  • CurrencyIsoCode
  • Is Active
  • Time Credited
  • Time Excluded, Billable
  • Time Credited
  • Time Excluded
  • Opportunity Lookup
  • Account Lookup
  • Opportunity Owner Lookup
  • IsTemplate checkbox

Grant read access to these fields if you intend to display them on the page layout:

Opportunity Fields

Grant read access to the standard opportunity object and read access to these opportunity fields:

In addition, grant edit access to the Primary Project (lookup).

Budget Fields

Grant read and create access to the budget and write access to these fields:

  • Name
  • Project lookup
  • Account lookup
  • Amount
  • Expense Amount
  • Pre-Bill Amount fields
  • Status
  • Type
  • Opportunity lookup
  • Effective Date
  • Description
  • CurrencyIsoCode.

Grant read access to the Total Amount field.

Resource Request Fields

If you have configured resource requests to be displayed for the user, grant read or edit access to the resource request object and read access to these fields:

  • Name
  • Opportunity
  • Resource
  • Notes
  • Start/End Dates
  • Resource Role
  • Resource
  • Request Priority
  • Percent Allocated
  • Primary Skill/Cert
  • Primary Skill Minimum Rating
  • Requested Bill Rate.

Grant write access to the Project field.

Opportunity Line Item / Product Fields

Grant edit access to the Salesforce opportunity line item and product objects.

Grant read access to these fields:

  • Total Price
  • Unit Price
  • List Price
  • Is Services Product Line
  • Quantity
  • PriceBook Entry Id.

Grant write access to the Added to Project field.

Price Book Entry Fields

Grant read access to the PriceBookEntry object and its Product field.

Creating a Project from a Template

To allow a user to create a project from a template, grant these permissions on their user profile.

Object Permissions

Object / Field R C E
Project  
Opportunity    
Budget  
Resource Request  
Milestone    
Project Task  
Project Task Dependency    
Project Task Assignment    
Project Task Phase, Location and Methodology  

Project

Grant read and create access to the Project object and write access to these project fields:

  • Name
  • Action Update Current Time Preriod
  • CurrencyIsoCode
  • Is Active
  • Time Excluded, Billable
  • Time Credited
  • Time Excluded
  • Account Lookup
  • Opportunity Owner Lookup

Grant read access to the IsTemplate checkbox.

Grant read access to these fields if you intend to display them on the page layout:

If the user is to create a project from a template originating from an opportunity, grant write access to the Opportunity and Opportunity Owner lookup fields.

Budget

Grant read and create access to the budget object and write access to these budget fields:

  • Name
  • Project lookup
  • Account lookup
  • Amount
  • Expense Amount
  • Pre-Bill Amount fields
  • Status
  • Type
  • Effective Date
  • Description
  • CurrencyIsoCode

Grant read access on the Total Amount field.

Opportunity

If the user is to create a project from a template originating from an opportunity, grant read access to the opportunity object and read access to these opportunity fields:

Grant access to the Primary Project (lookup) on the opportunity object.

Budget

If the user is to create a project from a template originating from an opportunity, grant write access to the Opportunity lookup field on the Budget object.

Resource Requests

If you have configured resource requests to be displayed for the user, grant create/edit access to the Resource Request object and read access to Resource Request Name field. In addition, grant write access to these resource request fields:

Grant access to the Resource Skill Request object and write access to these Resource Skill Request fields:

  • Currency
  • Skill/Cert
  • Resource Request lookup
  • Minimum Rating
  • Is Primary.

Milestone

Grant create access to Milestone object and write access to these milestone fields:

  • Name
  • Target Date
  • Project
  • Requires Customer Sign-Off
  • Milestone Amount
  • Description
  • Currency
  • Planned Hours
  • Default Bill Rate
  • Default Bill Rate is Daily Rate
  • Apply Default Bill Rate to Timecard.

Project Task

Grant create and edit access to the Project Task object and write access to these Project Task fields:

  • Name
  • Status
  • Start and End Date/Time
  • Description
  • Parent Task
  • Hierarchy Depth.

Project Task Dependency

Grant create access to the Project Task Dependency object and write access to Dependent Task and Preceding Task fields.

Project Task Assignment

Grant create access to Project Task Assignment object and write access to Project Task, External Resource and Resource fields).

Project Task Phase, Location and Methodology

Grant create and read access to the Project Task Location, Project Task Phase, and Project Task Methodology objects with read can create access to all fields.