Create Project Fields

Here is a description of the fields on the Create Project page when creating a projectClosedA collection of activities and related items to be managed over a defined time range, such as timecards, expenses, milestones and budgets..

Key:
* – Mandatory.
R – Read-only.

Field     Description
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.
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.

Note: You cannot deactivate a project that has active child projects.
Billable     Indicates whether this project is billable. When deselected this project's numbers will not be reflected in any billing information.
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.
Group     Lookup to the related groupClosedA level of hierarchy used in PSA to which other objects belong such as resources, opportunities and projects. to which the project actuals roll up to.
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.
Opportunity Owner *   Contact who owns the related opportunity.
Owner *   Contact who owns the project.
Practice     Lookup to the related practiceClosedA level of hierarchy used in PSA to which other objects belong such as resources, opportunities and projects. to which the project actualsClosedTotals for a given time period. roll up to.
Project Manager     Lookup to the related contact. Used on the resource plannerClosedA graphical tool that gives you an organized, comprehensive view of resources and the projects to which they are assigned..
Project Name *   Name of the project. Should relate to the accountClosedAccounts in the context of FinancialForce PSA are the same as accounts in Salesforce. Users can create and view certain FinancialForce PSA data related to the account on the related lists. and opportunity.
Region     Lookup to the related regionClosedA level of hierarchy used in PSA to which other objects belong such as resources, opportunities and projects. to which the project actuals roll up to.
Start Date/End Date *   Dates on which the project starts and ends.
Time Credited     Indicates whether non-billable time should be credited for utilization.
Time Excluded     Indicates whether non-billable time should neither count for nor against utilization.

Budget Details

The fields in this section allow you to create a budget for the project.

Field Description
Amount Amount of the budgetClosedAn amount used to manage expenditure on customer purchase orders, internal budgets, outbound vendor purchase orders and work orders. A budget must be associated with a project..
Budget Type You can choose one of the following budget types:
  • Vendor Purchase Order
  • Work Order
  • Internal Budget
  • Customer Purchase Order Change Request
  • Vendor Purchase Order Change Request
  • Work Order Change Request
  • Internal Budget Change Request
Create Budget Indicates whether a budget is to be added to the project. Deselect the checkbox if you have a workflow that sets a project to Inactive on creation. This prevents PSA from attempting to add a budget to the inactive project.
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.