Project Settings

You can control the PSA behavior when users create projects using the Create Project configuration group. Use these settings to configure project creation behavior.

Note

The field sets "Create Project From Opp And Template Project Columns" and "Create Project From Opp And Template Budget Columns" allow your administrator to easily customize the Create Project page. Subsequently, several configuration options in the Create Project configuration group are now obsolete: these are denoted with "O".

Key: O = Obsolete

Field	Key	Description
add-assignment-checkbox-to-create-project-rr-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. The default value is true.
always copy resource requests from opportunity		Resource Requests are displayed on the Create Project from Opportunity/Template page depending on the Display Resource Requests configuration option. If this configuration option is set when creating a project, eligible resource requests are always copied from the opportunity regardless of whether they are displayed. If this configuration option is set when creating a project from a template, the resource requests on the selected project template are cloned regardless of whether they are displayed. This does not copy the resource requests from the opportunity.
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.
budget default using existing expense amounts		Indicates whether both expense amounts are subtracted from the Opportunity total to generate the Budget amount.
budget name suffix		Suffix added to a budget name.
budget type picklist values		Values displayed in the Budget Type drop-down list in the Budget Details section of the Create Project page.
copy points from template tasks	O	As of Version 11.0, this configuration option is no longer in use.
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 wbs number from template tasks	O	As of Version 11.0, this configuration option is no longer in use.
copy-exclude-from-billing	O	As of Version 12.0, this option has been replaced by the Create Project From Template Alt Copy Project Fields field set. See "Create Project From Template Alt Copy Project Fields" for more information. This option may be removed in a future release.
copy-task-milestone-lookup	O	As of Version 11.0, this configuration option is no longer in use.
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. The default value is true.
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.
create-budget-default		Indicates whether the Create Budget checkbox on the create project pages is selected by default when the page loads.
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. The default value is true.
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. The default value is true
create-project-from-template-resource-request-columns		List of API names of resource request fields to appear in the Resource Request Mappings from Template section of the Create Project from Template page.
create-project-resource-request-columns		List of API names of resource request fields to appear in the Resource Request Mappings section of the Create Project page and the Resource Request Mappings from Opportunity section of the Create Project from Template page.
create-project-with-no-opp-update-permission		Indicates whether a user who has no edit permission on opportunities can create a project from an opportunity by clicking Create Project or Create Project from Opportunity in the Project related list without updating the Primary Project field. The default value is false.
default budget name		Indicates whether a default budget name is displayed when users create projects from opportunities.
default budget status		The default value displayed in the Budget Status field.
default budget type		Default value displayed in the Budget Type field.
default is active		Indicates whether new projects are active by default.
default is billable		Indicates whether new projects are billable by default.
default is billable for hours		Indicates whether new projects are billable for hours by default.
default project name		Indicates whether the Project Name field is populated with a default value when creating a new project.
default project owner		The default value for the Project Owner field. You can set this to one of the following: Opportunity Owner Current User Blank
default time credited		The default value for the Time Credited field.
default time excluded		The default value for the Time Excluded field.
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. The default value is false.
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. The default value is false.
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. The default value is false.
display account name	O	As of Version 12.0, this configuration option is no longer in use.
display budget amount	O	As of Version 12.0, this configuration option is no longer in use.
display budget effective date	O	As of Version 12.0, this configuration option is no longer in use.
display budget name	O	As of Version 12.0, this configuration option is no longer in use.
display budget prebilled amount	O	As of Version 12.0, this configuration option is no longer in use.
display budget status	O	As of Version 12.0, this configuration option is no longer in use.
display budget type	O	As of Version 12.0, this configuration option is no longer in use.
display end date	O	As of Version 12.0, this configuration option is no longer in use.
display exclude from billing	O	As of Version 12.0, this configuration option is no longer in use.
display group	O	As of Version 12.0, this configuration option is no longer in use.
display is active	O	As of Version 12.0, this configuration option is no longer in use.
display is billable	O	As of Version 12.0, this configuration option is no longer in use.
display is billable for hours		Indicates whether the Billable for Hours field appears on the Create Project page.
display opportunity	O	As of Version 12.0, this configuration option is no longer in use.
display opportunity owner	O	As of Version 12.0, this configuration option is no longer in use.
display owner id	O	As of Version 12.0, this configuration option is no longer in use.
display practice	O	As of Version 12.0, this configuration option is no longer in use
display project manager	O	As of Version 12.0, this configuration option is no longer in use.
display project name		Indicates whether the Project Name field appears on the Create Project page.
display region	O	As of Version 12.0, this configuration option is no longer in use.
display resource requests		Indicates whether the Resource Requests field appears on the Create Project page. If creating a project from a template, this option is not selected and the Always Copy Resource requests from opportunity option is set, only the resource requests from the template are copied to the project and not those from the resource request. If the Display Resource Requests option is selected, the resource requests from both the template and the opportunity are listed.
display start date	O	As of Version 12.0, this configuration option is no longer in use.
display time credited	O	As of Version 12.0, this configuration option is no longer in use.
display time excluded	O	As of Version 12.0, this configuration option is no longer in use.
display-exclude-from-billing		Indicates whether the Exclude from Billing field is displayed when creating a project from a template. The default value is false.
is budget amount required		Indicates whether users must enter a value in the Amount field.
is budget effective date required		Indicates whether users must select a date for the Effective Date field.
is budget name required		Indicates whether users must enter a name in the Budget Name field.
is budget prebilled amount required		Indicates whether users must enter a value in the Pre-Billed Amount field.
is budget status required		Indicates whether users must enter a value in the Budget Status field.
is end date required		Indicates whether users must select an End Date.
is group required		Indicates whether users must select a Group.
is opportunity owner required		Indicates whether users must select an Opportunity Owner.
is owner id required		Indicates whether users must select an Opportunity Owner ID.
is practice required		Indicates whether users must select a Practice.
is region required		Indicates whether users must select a Group.
is start date required		Indicates whether users must select a Start Date.
is-opportunity-required		Indicates whether an opportunity is required when creating a project from a template. When false, an opportunity is only required when creating a project from a template on the Opportunity Detail page. If the configuration option or its value is missing, it defaults to true.
milestone fields to display		The milestone fields available for editing when creating a project from a template. You must ensure that at least one of the following values is included: Milestone_Amount__c Planned_Hours__c Target_Date__c Requires_Customer_Sign_off__c Description__c Actual_Date__c Approver__c Milestone_Cost__c Log_Milestone_Cost_As_External__c Estimated_Time_To_Completion__c
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. The default value is CreatedDate, which sorts the milestones by the date on which they were created.
milestone-list-sort-descending		Indicates whether the list of milestones on the Create Project from Template page is to be sorted in descending order. The default value is 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.
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. The default value is CreatedDate, which sorts the project tasks by the date on which they were created.
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. The default value is false.

Field

Key

Description

add-assignment-checkbox-to-create-project-rr-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. The default value is true.

always copy resource requests from opportunity

Resource Requests are displayed on the Create Project from Opportunity/Template page depending on the Display Resource Requests configuration option. If this configuration option is set when creating a project, eligible resource requests are always copied from the opportunity regardless of whether they are displayed. If this configuration option is set when creating a project from a template, the resource requests on the selected project template are cloned regardless of whether they are displayed. This does not copy the resource requests from the opportunity.

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.

budget default using existing expense amounts

Indicates whether both expense amounts are subtracted from the Opportunity total to generate the Budget amount.

budget name suffix

Suffix added to a budget name.

budget type picklist values

Values displayed in the Budget Type drop-down list in the Budget Details section of the Create Project page.

copy points from template tasks

As of Version 11.0, this configuration option is no longer in use.

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 wbs number from template tasks

As of Version 11.0, this configuration option is no longer in use.

copy-exclude-from-billing

As of Version 12.0, this option has been replaced by the Create Project From Template Alt Copy Project Fields field set. See "Create Project From Template Alt Copy Project Fields" for more information.
This option may be removed in a future release.

copy-task-milestone-lookup

As of Version 11.0, this configuration option is no longer in use.

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. The default value is true.

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.

create-budget-default

Indicates whether the Create Budget checkbox on the create project pages is selected by default when the page loads.

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. The default value is true.

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. The default value is true

create-project-from-template-resource-request-columns

List of API names of resource request fields to appear in the Resource Request Mappings from Template section of the Create Project from Template page.

create-project-resource-request-columns

List of API names of resource request fields to appear in the Resource Request Mappings section of the Create Project page and the Resource Request Mappings from Opportunity section of the Create Project from Template page.

create-project-with-no-opp-update-permission

Indicates whether a user who has no edit permission on opportunities can create a project from an opportunity by clicking Create Project or Create Project from Opportunity in the Project related list without updating the Primary Project field. The default value is false.

default budget name

Indicates whether a default budget name is displayed when users create projects from opportunities.

default budget status

The default value displayed in the Budget Status field.

default budget type

Default value displayed in the Budget Type field.

default is active

Indicates whether new projects are active by default.

default is billable

Indicates whether new projects are billable by default.

default is billable for hours

Indicates whether new projects are billable for hours by default.

default project name

Indicates whether the Project Name field is populated with a default value when creating a new project.

default project owner

The default value for the Project Owner field. You can set this to one of the following:

Opportunity Owner
Current User
Blank

default time credited

The default value for the Time Credited field.

default time excluded

The default value for the Time Excluded field.

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. The default value is false.

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. The default value is false.

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. The default value is false.

display account name