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bbettinelli
New Participant
November 6, 2025
Question

Planning Record Type Connection to Project Task

  • November 6, 2025
  • 1 reply
  • 110 views

Can a Planning record type be connected directly to specific tasks within a Project object?

1 reply

RowvillBh1
RowvillBh1
New Participant
November 19, 2025

Hi @bbettinelli 

 

Unfortunately no. The best way to get around this is to use Fusion to carryover the required task level metadata to project level and then lookup in planning.

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