Configuration for Creating a Project Using the PSA Actions: Project Creation Lightning Components

The PSA Actions: Project Creation Lightning component is available on the Project Management Workspace. For users to create a project from another workspace or app page:

  1. Using Lightning App Builder, add the PSA Actions: Project Creation Lightning component to the workspace or app page.
  2. Grant users Read permission for that workspace or app page.
  3. Assign the PSA - Create Projects permission set to users or grant the permissions detailed in Permissions for the PSA Actions: Project Creation Lightning Component.

For users to create a project from an opportunity:

  1. Using Lightning App Builder, add the PSA Actions: Project Creation component to the Opportunity Lightning record page. You can add the component anywhere on the page but we recommend adding it to a Salesforce Accordion component in a separate section called Project Creation.
  2. Assign the PSA - Create Projects permission set to users or grant the permissions detailed in Permissions for the PSA Actions: Project Creation Lightning Component.

Configuring the Project Detail Fields and Columns of Data Displayed When Creating a Project

You can control the project detail fields and columns of data that are displayed for each object during the project creation process.

To do this, you will need to create or update the field sets that are configured in the Create Project Personal custom settings for each object. These settings dictate whether a column is read only, editable, or hidden. For more information, see Create Project Personal Custom Setting.

Notes:

The columns of data displayed for the Project Task object during the project creation process are not controlled by field sets and are not editable. The following columns are always displayed: Name, Assigned Resources, and Estimated Hours.

Columns containing formula fields are not editable, even if controlled by an editable field set that is configured in the Create Project Personal custom setting.

If you do not want PSA to display resource request skills data in a Skills and Certifications column on the Related Records page during the project creation process, select Hide Resource Request Skills in the Create Project Personal custom setting.

Mapping Opportunity Fields to Project Fields

You can map opportunity fields to project fields so that when users create a project from an opportunity, all the data you require is transferred over.

To create mappings, you need the following permission sets:

  • FDN Core - Mapping
  • PSA - Manage Create Project Mappings

Any fields on the Project object that are used for mapping must be in either an editable or a hidden field set specified in the Create Project Personal custom setting. For more information, see Create Project Personal Custom Setting.

When a field has a mapping defined, the value from the opportunity will always override the value from the existing project or project template selected by the user.

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