If a service is delivered/invoiced e.g. monthly, you can automate setting up the Project Lines (Deliverables).


This feature automates creating Project Lines.

You can modify the generated lines as usual and would e.g. close the Project lines after being invoiced.


Project Phase (Recurring Template)
Project Line (Deliverable)
Recurring Prefix (optional e.g. '+')
Name [prefix + project phase name + period]
Recurring Start + Frequency
Planned Start
Recurring End
Planned End
Recurring Effort
Planned Effort
Recurring Billable Billable
Recurring Fixed Charged Amount
Fixed Charged Amount
Recurring Overage Effort (when to start billing by actual effort)*

Recurring Overage Rate
Unit Price
Recurring Period Create Offset (in days)


At this point, the following scenarios are supported

  • Billing Fixed Charge Amount
  • Billing Actual Effort (Overage Effort = 0 with Overage Rate)

(the mix is planned for a future release)


The "Recurring Period Create Offset" determines when a new period is created. The default, if not defined is 1. i.e. the next period is created one day before the new period will start (e.g. if 1, Feb would be created on 31-Jan).  You could set it e.g. to 7 allowing to shift effort to the next month manually in the last week. Note, that only the current or next period is created, e.g. if you enter Start on 1/1 and it is 15-June, only Jun would be created.


You can start the process to create a Recurring Project Line manually from the Project Phase button Create Recurring Line

Schedule the Apex Process "Project Recurring" for automatic creation of Project Lines.


A typical workflow would be:

  • Setup of the Recurring Info in the Project Phase,
    e.g. on 1/1 with start 1/1 and end 12/1 and 1 future period
  • The system would create Jan + Feb
  • People enter the time, with the option to select Jan or Feb - or if not entered, the system selects the current month (Jan)
  • On 2/1 the system would create Mar
  • People enter the time, with the option to select Jan, Feb or Mar - or if not entered, the system selects the current month (Feb)
  • The Line Status of the Jan line is set to Completed
  • People enter the time, with the option to select Feb or Mar - or if not entered, the system selects the current month (Feb)


Sharing and Resource Allocation

The first Project Line created will not have any resource or sharing/allocation records. You can define this based on your requirements for the project line. The Project Line for the next period created will copy the resource and sharings of the last period (project line). This way you can easily change and maintain resource allocations over time.


User Interface

You do not need to show the Phases in the selection (as phases are optional).

If you show the Project Phase, there is no need to select the Project Line - the system will select the current period.


Project Mode  Dropdown

  • recommended: ProjectAndLine 
  • in this case, the user would see the current (not closed) project lines
  • you would not see Completed project lines


Project Mode Dynamic

  • recommended: Dynamic, DProjectAndLine
  • with Dynamic, you would see project, phase and line with the option not to explicitly select a line when selecting a phase
  • you would not see Completed project lines


Project Mode Individual

  • (Salesforce Lookups) recommended: Individual, IProjectAndLine