Configure Project Field Mappings

Field mappings specify correspondences between the fields of different types of objects. For example, a field mapping between projects and ideas establishes relationships between idea and project fields that can be used in workflows for various tasks, such as creating a project proposal using idea data.

1. Navigate to the Project configuration page
   1. In the object selector, select Workspace.
   2. In the object selector, beside a workspace name, select , and then select View Summary & Settings.
   3. On the Summary & Settings page, select Defaults & Options, and then select Project.
2. Select the Forms tab.
3. On the Forms tab, select the Field Mapping tab.
4. On the Field Mapping tab, in the table, select Add, and then complete the following fields:
   • Name: The name of the field mapping.
   • ID: A unique identifier for the field mapping.
   • Source Object: The object that project fields will be mapped against. The field mapping specifies correspondences between project fields and the available fields of the selected object.
5. (Optional) Add a description or update the Sharing Method.
6. In the detail window, in the table, select Add to specify a field mapping between projects and the selected source object.
7. In the Project Field column, select a project field. Begin typing to narrow the list of fields, or select to open the Select Field dialog box to search for and select the field.
8. In the Source Field column, select an available field from the source object.
9. Select Save.