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.

Field			Description
always copy resource requests from opportunity			Indicates whether resource requests are always copied from the opportunity when creating a project from a template.
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 record type from template			Indicates whether the record type is always copied from the project template when creating a project from a template.
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.
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.
display account name			Indicates whether the account name is displayed on the Create Project page.
display budget amount			Indicates whether the Budget Amount field is displayed on the Create Project page.
display budget effective date			Indicates whether the Budget Effective Date field appears on the Create Project page.
display budget name			Indicates whether the Budget name field appears on the Create Project page.
display budget prebilled amount			Indicates whether the Budget Prebilled Amount field appears on the Create Project Page.
display budget status			Indicates whether the Budget Status field appears on the Create Project Page.
display budget type			Indicates whether the Budget Type field appears on the Create Project page.
display end date			Indicates whether the End Date field appears on the Create Project page.
display group			Indicates whether the Group field appears on the Create Project page.
display is active			Indicates whether the Active field appears on the Create Project page.
display is billable			Indicates whether the Billable field appears on the Create Project page.
display is billable for hours			Indicates whether the Billable for Hours field appears on the Create Project page.
display opportunity			Indicates whether the Opportunity field appears on the Create Project page.
display opportunity owner			Indicates whether the Opportunity Owner field appears on the Create Project page.
display owner id			Indicates whether the Opportunity Owner Name field appears on the Create Project page.
display practice			Indicates whether the Practice field appears on the Create Project page.
display project manager			Indicates whether the Project Manager field appears on the Create Project page.
display project name			Indicates whether the Project Name field appears on the Create Project page.
display region			Indicates whether the region field appears on the Create Project page.
display resource requests			Indicates whether the Resource Requests field appears on the Create Project page.
display start date			Indicates whether the Start Date field appears on the Create Project page.
display time credited			Indicates whether the Time Credited field appears on the Create Project page.
display time excluded			Indicates whether the Time Excluded field appears on the Create Project page.
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.
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
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.

Use these settings in the Project configuration group to control behavior on the Project page.

Field			Description
default opportunity owner if blank			Indicates whether the Opportunity Owner field is copied from the Opportunity when a user creates a new project.
create project opp to project field map			Specifies the mappings between Opportunity and Project fields when users create a project from an opportunity. You must format values as: <Opportunity field>=<Project field>. For example, Custom_Opp_Field__c=Custom_Proj_Field__c.
default resource cost rate constant in currency of			Indicates whether the default resource cost rate is shown in the currency of the resource or the project.

Use these setting in the ASM Triggers Collapsed Configuration group to control automatic population of the Approver field of a selected business record.

Field	Description
AssignProjectManagerToBudgetApprover	Indicates whether the budget Approver is automatically set to the project manager.
AssignProjectManagerToExpenseReportApprover	Indicates whether the expense report Approver is automatically set to the project manager.
AssignProjectManagerToMilestoneApprover	Indicates whether the milestone Approver is automatically set to the project manager.
AssignProjectManagerToMiscellaneousAdjustmentApprover	Indicates whether the miscellaneous adjustments Approver is automatically set to the project manager.
AssignProjectManagerToTimecardApprover	Indicates whether the timecard approver is automatically set to the project manager.

Related Information

Managing Settings

Configuration Groups, Options and Values