. Also when deselected, you cannot enter, delete or materially update further business records on this project.Here is a description of the fields on the Create Project page when creating a project from a template.
Key: * – Mandatory; R – Read-only
| Field | Description | ||
|---|---|---|---|
| Project Name | * | Name of the project. Should relate to the account and opportunity. | |
| Account | * | Lookup to the related account for the project. Enter the customer account for the Project, unless you are using it to track items other than revenue such as vacations or internal non-billable Projects. | |
| Start Date/End Date | * | Dates on which the project starts and ends. | |
| Project Manager | Lookup to the related contact. Used on the resource planner. | ||
| Opportunity Owner | * | Contact who owns the related opportunity. | |
| Billable | Indicates that this project is billable. When deselected this project's numbers will not be reflected in any billing information. | ||
| Time Excluded | Indicates that non-billable time should neither count for nor against utilization. | ||
| Opportunity | * | Lookup to the related opportunity. Enter the opportunity for the project unless you are using it to track items other than revenue such as vacations or internal non-billable Projects. | |
| Currency | * | When working with multiple currencies, allows you to choose a currency to report the project figures in when different from the default currency for your Salesforce org. | |
| Owner | * | Contact who owns the project. | |
| Active | Indicates whether this project is active. When deselected, this project's Scheduled Backlog will not be calculated or reflected in roll-ups. Also when deselected, you cannot enter, delete or materially update further business records on this project. |
||
| Time Credited | Indicates that non-billable time should be credited for utilization. |
If the project template that you are creating the project from has resource request mappings, you can select the ones to copy to the project in the Resource Request Mappings section. You can edit the start and end dates of the resource request mappings in this section.
The fields in this section allow you to create a budget for the project.
| Field | Description |
|---|---|
| Amount | Amount of the budget. |
| Budget Type | You can choose one of the following budget types:
|
| Description | Description of the budget. |
| Expense Amount | Amount of additional expenses. |
| Planned Hours | Number of hours planned for the project. |
| Pre-Billed Amount | Amount billed and received earlier. |
| Status | Status of the budget. |
Milestones to be copied to the project.
Key: * – Mandatory
| Field | Description | ||
|---|---|---|---|
| Checkbox | Indicates whether to milestone in the template is to be copied to the project. | ||
| Milestone Name | Name of the Milestone | ||
| Milestone Amount | * | Amount to bill for achievement of the milestone. | |
| Planned Hours | Total number of planned hours from all resources for this milestone. This field exists on projects, assignments and milestones and is for simple planning purposes. | ||
| Target Date | * | Target date for completion of the milestone.' | |
| Actual Date | Actual date of completion of the milestone. Must be completed before you can include in Financials. | ||
| Approver | Lookup to approval authority contact, usually a customer or partner. | ||
| Milestone Cost | Estimated cost of the milestone, based on resource cost. | ||
| Log Milestone Cost as External | Indicates that the costs should be logged as external, such as for external resources working on the milestone. | ||
| Estimated Time to Completion | Estimated number of resource hours to complete the milestone. | ||
| Description | Description of the milestone. |
| Field | Description |
|---|---|
| Copy Template Project Tasks and Task Dependencies | Indicates whether the project tasks and their dependencies are to be copied to the project. |
| Top-Level Task Start Date | Project that have a start date on or later than the date you specify are copied the project. |
| Description | Description of the project task. |