Project Task Field Sets and Project Task Assignment Field Sets

You can use the field sets on the Project Task and Project Task Assignment objects to customize the Create Project From Template page and the task grids in Project Task Gantt, Gantt on a project record, and Gantt. You can also change available fields when replacing resources on a project task assignment.

Additionally, field sets on the Project Task, Project Task Assignment, and Project Task Dependency objects define fields that require an edit lock to allow editing, obtained by editing the project in Project Task Gantt or in standard Salesforce pages. These field sets are for internal use and should never be changed.

Field Sets on the Project Task Object

Key: L – Relates to project edit locking. See Project Edit Locking Overview.

Project Task Field Sets
Field Set		Description	Used on Page	Default Fields
Create Project From Template Alt Copy Project Task Fields		Allows you to define the Project Task fields (if associated project tasks exist) that are copied from the project template to the new project. These fields do not display on the CreateProjectFromTemplate Visualforce page.	N/A	None
Create Project from Template Project Tasks Columns		Allows you to define the columns that display information in the Project Tasks section of the Create Project page when creating a project from a template.	Create Project from Template	Project Task Name, Status, Parent Task, WBS Element Number, Points; Start Date & Time, End Date & Time, Description
Gantt Editable Custom Columns		Enables you to define fields that are editable in additional columns in the task grid in Project Task Gantt, Gantt on a project record, and Gantt. For Project Task Gantt, the API name of the field set must be referenced by the Columns Field Set custom setting. Some fields are restricted and not displayed in additional columns. For more information, see Restricted Fields in Gantt Columns.	Project Task Gantt, Gantt on a project record, Gantt	Blocked, WBS Element Number, Work Calendar
Gantt Read Only Custom Columns		Enables you to define fields that are read-only in additional columns in the task grid in Project Task Gantt, Gantt on a project record, and Gantt. Some fields are restricted and not displayed in additional columns. For more information, see Restricted Fields in Gantt Columns. Note: If you add a field to this field set and the Gantt Editable Custom Columns field set, the column is read-only.	Project Task Gantt, Gantt	Actual Hours
Require Lock For Editing	L	Contains default fields on the project task that can only be edited if the user has an edit lock for the parent project. Warning: For internal use only. Do not add or remove fields in this field set.	Various	Start Date; End Date; Points; Parent Task; WBS Element Number; Milestone

Field Sets on the Project Task Assignment Object

Key: L – Relates to project edit locking—see Project Edit Locking Overview.

Project Task Assignment Field Sets
Field Set		Description	Used on Page	Default Fields
Create Project from Template Copy PTA Fields		Used when creating a project from a project template to define additional fields on the Project Task Assignment object to copy from the template to the new project. These fields are not displayed on the CreateProjectFromTemplate Visualforce page.	N/A	Resource; Resource Role; External Resource
MassReassignTaskAssignmentColumns		Allows you to define the columns to appear when replacing resources for a project task assignment.	Replace Resources	Project Task Assignment Number
				Project Task > Project Task Name
				Resource > Full Name
				Resource > Resource Role
				Project Task Start Date
				Project Task End Date
Require Lock For Editing	L	Contains default fields on the project task assignment that can only be edited when you have an edit lock for the parent project. Warning: For internal use only. Do not add or remove fields in this field set.	Various	Resource Role; Project Task
RR from PTA		Grouping criteria from the PTA for the Resource Request.	Create Resource Requests from Project Tasks	Resource External Resource Project Task > Milestone Project Task > Work Calendar

Field Sets on the Project Task Dependency Object

Key: L – Relates to project edit locking—see Project Edit Locking Overview.

Project Task Dependency Field Sets
Field Set		Description	Used on Page	Default Fields
Require Lock For Editing	L	Contains default fields on the project task dependency that can only be edited when you have an edit lock for the parent project. Warning: For internal use only. Do not add or remove fields in this field set.	Various	Type; Preceding Task; Lag Time; Cross Project